Key facts
- CROSS BORDER WEALTH, LLC is a other based in NEW YORK, NY.
- CROSS BORDER WEALTH, LLC reports $45.0M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 288330- Regulatory AUM
- $45.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CROSS BORDER WEALTH, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CROSS BORDER WEALTH, LLC's AUM?
- CROSS BORDER WEALTH, LLC manages approximately $45.0M in assets.