CROSS BORDER WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$221,885,239
Discretionary
$0
Non-discretionary
$221,885,239
Firm details
- CRD number
- 288330
- SEC file number
- 801-114158
- Main office
- NEW YORK, NY, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.