CROSS BORDER WEALTH ADVISORS

CROSS BORDER WEALTH ADVISORS is an SEC-registered investment adviser (CRD 309890). Regulatory assets under management: $33.4M.

Registration

• CRD: 309890
• SEC file number: 801-119144
• Type: Registered investment adviser
• Phone: (858) 867-3160
• Latest filing: 2026-05-29
• Regulatory AUM: $33.4M
• Discretionary AUM: $20.8M
• Non-discretionary AUM: $12.7M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309890 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search