# CROSS BORDER WEALTH, LLC

CROSS BORDER WEALTH, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 288330
- Type: SEC-registered investment adviser
- SEC file number: 801-114158
- Location: 230 PARK AVENUE, 4TH FLOOR WEST, NEW YORK, NY, 10169
- Phone: 646-688-5333
- Latest filing: 2026-04-24
- Regulatory AUM: $221.9M
- Non-discretionary AUM: $221.9M
- Clients: 7
- Accounts: 672

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Andoni Yturralde | MANAGING PARTNER | — |
| Fabrice Mercier | MANAGING PARTNER | — |
| Michelle Yvonne Libusada Basa | CHIEF COMPLIANCE OFFICER, HR & OPERATIONS, AUDIT & FINANCE | — |
| YTURRALDE ANDONI | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| Mercier Fabrice | MANAGING PARTNER | — |
| Basa Michelle Yvonne Libusada | CHIEF COMPLIANCE OFFICER, HUMAN RESOURCES, INTERNAL AUDIT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288330/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288330/similar
- Related entities: https://search.stillhousedata.com/firm/288330/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288330

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
