Data / Investment advisers / New York / Cross Border Wealth, LLC
Cross Border Wealth, LLC, New York, NY: $222 million AUM, SEC registered investment adviser
Cross Border Wealth, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $222 million in regulatory assets under management in its Form ADV filed April 24, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 288330
- SEC file number
- 801-114158
- SEC status
- Approved, effective October 16, 2018
- Main office
- 230 Park Avenue 4th Floor West, New York, NY 10169
- Phone
- (646) 688-5333
- Regulatory AUM
- $221,885,239 in the Form ADV filed April 24, 2026
- Non discretionary AUM
- $221,885,239
- Accounts
- 672
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 531 | $221.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $221.9 million | March 12, 2026 |
| December 1, 2025 | $138.8 million | November 26, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Change Global Investment, LLC | New York | $226 million | 2 | adviserinfo.sec.gov |
| Secfi Advisory Limited | New York | $225.9 million | 3 | adviserinfo.sec.gov |
| Cais Advisors | New York | $225.3 million | 2 | adviserinfo.sec.gov |
| Iadvise Partners | New York | $224.5 million | Not listed | adviserinfo.sec.gov |
| Ferghana Investment Partners, LP | New York | $222.2 million | 2 | adviserinfo.sec.gov |
| Muzinich BDC Adviser, LLC | New York | $220.9 million | Not listed | adviserinfo.sec.gov |
| Sunstone Asset Management | New York | $220.2 million | 1 | adviserinfo.sec.gov |
| Terra Nova Asset Management LLC | New York | $220.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Cross Border Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.