← Tributary

I2 WEALTH - CROSS BORDER PLANNING

MONTREAL, QUEBEC, Canada · CRD 329976 · IAPD ↗ · itwowealth.com · 1-888-547-6777

$0Regulatory AUM
2Advisory reps
3Employees
31Clients
26-50Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

34
February 2025 — I2 WEALTH - CROSS BORDER PLANNING reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
June 2024 — I2 WEALTH - CROSS BORDER PLANNING (MONTREAL, QUEBEC, Canada) is newly SEC-registered with $0 RAUM and 2 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.