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CROSS BORDER WEALTH, LLC

NEW YORK, NY · CRD 288330 · IAPD ↗ · 646-688-5333

$221.9MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — CROSS BORDER WEALTH, LLC reported RAUM up 60% ($138.8M -> $221.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
January 2026 — CROSS BORDER WEALTH, LLC notice-filed in DC, MD, OH, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
December 2025 — CROSS BORDER WEALTH, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
March 2025 — CROSS BORDER WEALTH, LLC notice-filed in AZ, GA, IL, MI, TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2025 — CROSS BORDER WEALTH, LLC reported RAUM up 39% ($100.0M -> $138.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
June 2024 — CROSS BORDER WEALTH, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
April 2024 — CROSS BORDER WEALTH, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — CROSS BORDER WEALTH, LLC reported RAUM up 33% ($75.2M -> $100.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.