Asset manager · Khlong TAN, Khlong Toei, Bangkok, Thailand
Client-Centered Cross-Border Private Wealth Advisory
Client-Centered Cross-Border Financial Planning LTD. · SEC-registered investment adviser · CRD 140373 · SEC 801-66802
At a glance
Client-Centered Cross-Border Private Wealth Advisory is an SEC-registered investment adviser based in Khlong TAN, Khlong Toei, Bangkok, Thailand, with $0 in regulatory assets under management as of its Form ADV filed March 21, 2026. It reports 44 individual clients. By Form ADV it is a asset manager, ranked 2,628th of 3,218 asset managers and 16,604th of 17,210 SEC-registered advisers by assets.
Main office 662-566-0815LinkedInAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,628 of 3,218
- Rank among all SEC RIAs
- #16,604 of 17,210
- Individual clients
- 44
- High-net-worth clients
- 34
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Peggy A. CrevelingSenior Wealth Advisor
- Chad E. CrevelingSenior Wealth Advisor
- Matthew R. StevensShareholder, Managing Director, CCO
Custody and brokerage
Custodian
Client-Centered Cross-Border Private Wealth Advisory’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 10 | $0M | – |
| High-net-worth individuals | 34 | $0M | – |
Disciplinary disclosures
Client-Centered Cross-Border Private Wealth Advisory reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Other services
How it’s paid
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Client-Centered Cross-Border Private Wealth Advisory
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Client-Centered Cross-Border Private Wealth Advisory manage?
Client-Centered Cross-Border Private Wealth Advisory reports $0 in regulatory assets under management, on its Form ADV filed March 21, 2026.
What kind of firm is Client-Centered Cross-Border Private Wealth Advisory?
Client-Centered Cross-Border Private Wealth Advisory is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Client-Centered Cross-Border Private Wealth Advisory’s clients?
By assets, its largest client types are individuals ($0, 10 clients); high-net-worth individuals ($0, 34 clients).
Does Client-Centered Cross-Border Private Wealth Advisory have any disciplinary history?
Client-Centered Cross-Border Private Wealth Advisory reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Client-Centered Cross-Border Private Wealth Advisory’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →