Cross Border Wealth, LLC
Cross Border Wealth, LLC is an SEC-registered mass-market adviser in New York, NY with $221.9M assets under management (AUM, regulatory AUM), +60% over one year. See who owns Cross Border Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288330, SEC 801-114158, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $221.9M (2026-04-24)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 7
- Clients
- 531
- CRD
- 288330
- Ownership
- YTURRALDE, ANDONI; Mercier, Fabrice; Basa, Michelle Yvonne, Libusada
How much AUM does Cross Border Wealth, LLC have?
Cross Border Wealth, LLC reported $221.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Cross Border Wealth, LLC?
Disclosed owners and executives of Cross Border Wealth, LLC include YTURRALDE, ANDONI, Mercier, Fabrice, Basa, Michelle Yvonne, Libusada. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.