# Crosscurrent Wealthmanagement, LLC

> Crosscurrent Wealthmanagement, LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 14, 2026.

- CRD: 156589
- Filed as: CROSSCURRENT WEALTHMANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arkansas
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156589
- AdvisorCensus page: https://advisorcensus.com/firm/crosscurrent-wealthmanagement-llc-156589

## Quick answers

**How is Crosscurrent Wealthmanagement, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crosscurrent Wealthmanagement, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Crosscurrent Wealthmanagement, LLC registered with the SEC or a state?**
Crosscurrent Wealthmanagement, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156589.

**How much does Crosscurrent Wealthmanagement, LLC manage?**
Crosscurrent Wealthmanagement, LLC reports $1,275,228 in regulatory assets under management in its Form ADV filing dated March 14, 2026 (100% discretionary).

**What types of clients does Crosscurrent Wealthmanagement, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Crosscurrent Wealthmanagement, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156589

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $1,275,228
- Discretionary: $1,275,228
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,275,228 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crosscurrentwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crosscurrent Wealthmanagement, LLC (CRD 156589): Form ADV filing data as of October 2026.