Cross Border Wealth, LLC
● SEC registered since 2018CRD 288330SEC# 801-114158New York, NY
Reg. AUM
$221.9M
Employees
7
Accounts
672
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 $221.9 million in regulatory assets under management and employs 7 people.
Cross Border Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andoni Yturralde Control | Managing Partner | 50-75% | 2017 |
| Fabrice Mercier Control | Managing Partner | 50-75% | 2017 |
| Michelle Yvonne Libusada Basa Control | Chief Compliance Officer, Hr & Operations, Audit & Finance | Under 5% | 2022 |
Frequently asked questions
How much does Cross Border Wealth, LLC manage?
Cross Border Wealth, LLC reports $221.9 million in regulatory assets under management on its Form ADV.
How many employees does Cross Border Wealth, LLC have?
Cross Border Wealth, LLC reports 7 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
| Address | 230 Park Avenue, 4th Floor West, New York, NY 10169 |
| Phone | 646-688-5333 |
| Office hours | 8a.m.-6p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$221.9M▲ 60%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$221.9Mregulatory AUM
Discretionary $0Non-discretionary $221.9M