Wealth manager, independent · New York, NY
Cross Border Wealth, LLC
SEC-registered investment adviser · CRD 288330 · SEC 801-114158
At a glance
Cross Border Wealth, LLC is an SEC-registered investment adviser based in New York, New York, with $222 million in regulatory assets under management as of its Form ADV filed April 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 531 individual clients. By Form ADV it is a wealth manager, ranked 5,438th of 8,915 wealth managers and 11,718th of 17,210 SEC-registered advisers by assets.
Main office 646-688-5333crossborder-wealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $222M
- Rank among wealth managers
- #5,438 of 8,915
- Rank among all SEC RIAs
- #11,718 of 17,210
- Rank in New York
- #1,876 of 2,591
- Individual clients
- 531
- High-net-worth clients
- 531
- Accounts
- 672
- Discretionary
- 0% of AUM
- Employees
- 7
- Advisory staff
- 7
- Offices
- 3
Owners and executives on its Form ADV
- Andoni YturraldeManaging Partner
- Fabrice MercierManaging Partner
- Michelle Yvonne L. BasaChief Compliance Officer, HR & Operations, Audit & Finance
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 531 | $222M | 100% |
Disciplinary disclosures
Cross Border Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗crossborder-wealth.com ↗
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The full record on Cross Border Wealth, LLC
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, 8 years of filings
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- Growth over one, three and five years
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- Rank against 6,162 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Cross Border Wealth, LLC manage?
Cross Border Wealth, LLC reports $222 million in regulatory assets under management across 672 accounts, on its Form ADV filed April 24, 2026.
What kind of firm is Cross Border Wealth, LLC?
Cross Border Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Cross Border Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($222 million, 531 clients).
Does Cross Border Wealth, LLC have any disciplinary history?
Cross Border Wealth, LLC 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 Cross Border Wealth, LLC’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 (2026-04-24), 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 →