# CROSSROADS WEALTH PLANNING

CROSSROADS WEALTH PLANNING is an SEC-registered investment adviser.

## Registration

- CRD: 317985
- Type: SEC-registered investment adviser
- Phone: (503)502-0692
- Latest filing: 2026-02-15
- Clients: 1

## Business model

- Compensation: Hourly
- Clients served: Individuals

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317985/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317985/similar
- Related entities: https://search.stillhousedata.com/firm/317985/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317985

---

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.