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CROSS BORDER FINANCIAL PLANNING USA LLC

PHILADELPHIA, PA · CRD 317154 · IAPD ↗ · 267-946-1099

$147.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — CROSS BORDER FINANCIAL PLANNING USA LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — CROSS BORDER FINANCIAL PLANNING USA LLC reported RAUM up 28% ($114.7M -> $147.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — CROSS BORDER FINANCIAL PLANNING USA LLC now reports custody of client assets ($34.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
May 2025 — CROSS BORDER FINANCIAL PLANNING USA LLC (PHILADELPHIA, PA) is newly SEC-registered with $114.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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