# Cross Border Wealth, LLC

> Cross Border Wealth, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 288330
- Filed as: CROSS BORDER WEALTH, LLC
- Also doing business as: CROSS BORDER WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288330
- AdvisorCensus page: https://advisorcensus.com/firm/cross-border-wealth-llc-new-york-ny-288330

## Quick answers

**How is Cross Border Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cross Border Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cross Border Wealth, LLC located?**
Cross Border Wealth, LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Cross Border Wealth, LLC registered with the SEC or a state?**
Cross Border Wealth, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 288330.

**How much does Cross Border Wealth, LLC manage?**
Cross Border Wealth, LLC reports $221,885,239 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (0% discretionary).

**How have Cross Border Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cross Border Wealth, LLC: Regulatory assets under management: $70,000,000 in the October 2021 data and $221,885,239 in the October 2026 data, up 217%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cross Border Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (531).

**Which custodians does Cross Border Wealth, LLC use?**
Cross Border Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC and Novia Global as custodians holding 10% or more of its separately managed account assets.

**Does Cross Border Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288330

**What changed in Cross Border Wealth, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 6 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC
- Novia Global

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $221,885,239
- Discretionary: $0
- Non-discretionary: $221,885,239

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 531 | $221,885,239 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (7 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Alabang Muntinlupa
- Pittsburgh, PA

### Websites listed on Form ADV (Item 1.I)
- blog.crossborder-wealth.com/insights
- crossborder-wealth.com
- Facebook @Brits-Retiring-in-the-USA-105398067517712
- Facebook facebook.com
- Instagram @crossborder.wealth
- LinkedIn @cross-border-wealth
- LinkedIn @premium
- X @CrossBorderWlth
- X @crossborderwlth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $70,000,000 | 5 | March 23, 2021 |
| October 2022 | $76,397,097 | 5 | July 26, 2022 |
| October 2023 | $75,231,712 | 7 | September 21, 2023 |
| October 2024 | $100,048,068 | 5 | June 27, 2024 |
| October 2025 | $138,847,646 | 5 | March 19, 2025 |
| October 2026 | $221,885,239 | 7 | April 24, 2026 |

Regulatory assets under management: $70,000,000 in the October 2021 data and $221,885,239 in the October 2026 data, up 217%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 6 to 7.

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $138,847,646 to $221,885,239 (+60%).

### January 2026
- Registered or notice-filed in DC, MD, OH, WA.

### December 2025
- Employees performing advisory functions went from 5 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cross Border Wealth, LLC (CRD 288330): Form ADV filing data as of October 2026.