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Cross Border Wealth, LLC

● SEC registered since 2018CRD 288330SEC# 801-114158New York, NY
Export (members)
Reg. AUM
$138.8M
Employees
6
Accounts
463
Location
New York, NY

Cross Border Wealth, LLC assets under management

Cross Border Wealth, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2018. It reports $138.8 million in regulatory assets under management and employs 6 people.
twitter.com/crossborderwlthView on SEC.gov ↗

Cross Border Wealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andoni Yturralde ControlManaging Partner50-75%2017
Fabrice Mercier ControlManaging Partner50-75%2017
Michelle Yvonne Libusada Basa ControlChief Compliance Officer, Hr & Operations, Audit & FinanceUnder 5%2022

Frequently asked questions

How much does Cross Border Wealth, LLC manage?

Cross Border Wealth, LLC reports $138.8 million in regulatory assets under management on its Form ADV.

How many employees does Cross Border Wealth, LLC have?

Cross Border Wealth, LLC reports 6 employees.

Where is Cross Border Wealth, LLC located?

Cross Border Wealth, LLC is based in New York, NY and has been SEC-registered since 2018.

Does Cross Border Wealth, LLC disclose fund performance?

Cross Border Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address230 Park Avenue, 4th Floor West, New York, NY 10169
Phone646-688-5333
Office hours8a.m.-6p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$138.8M
Total (RAUM)$138.8M