CROSS BORDER WEALTH, LLC
CRD #288330 SEC #801-114158 NEW YORK, NY 646-688-5333
SEC Registered
Total AUM
$138.8M
Discretionary
$0
Employees
7
Clients
--
Accounts
463
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $138.8M | $0 | $138.8M | 7 | 0 |
| Nov 2025 | $138.8M | $0 | $138.8M | 7 | 0 |
| Oct 2025 | $138.8M | $0 | $138.8M | 6 | 0 |
| Aug 2025 | $138.8M | $0 | $138.8M | 6 | 0 |
| Mar 2025 | $138.8M | $0 | $138.8M | 5 | 0 |
| Mar 2025 | $138.8M | $0 | $138.8M | 5 | 0 |
| Jun 2024 | $100M | $0 | $100M | 5 | 0 |
| Jun 2024 | $100M | $0 | $100M | 6 | 0 |
| May 2024 | $100M | $0 | $100M | 5 | 0 |
| May 2024 | $100M | $0 | $100M | 7 | 0 |
| May 2024 | $100M | $0 | $100M | 7 | 0 |
| Mar 2024 | $100M | $0 | $100M | 7 | 0 |
| Mar 2024 | $100M | $0 | $100M | 7 | 0 |
| Sep 2023 | $75.2M | $0 | $75.2M | 7 | 0 |
| Aug 2023 | $75.2M | $0 | $75.2M | 7 | 0 |
| Aug 2023 | $75.2M | $0 | $75.2M | 6 | 0 |
| Aug 2023 | $75.2M | $0 | $75.2M | 7 | 0 |
| Jun 2023 | $75.2M | $0 | $75.2M | 7 | 0 |
| Jun 2023 | $75.2M | $0 | $75.2M | 7 | 0 |
| Jun 2023 | $75.2M | $0 | $75.2M | 7 | 0 |
| Jun 2023 | $75.2M | $0 | $75.2M | 7 | 0 |
| Apr 2023 | $75.2M | $0 | $75.2M | 7 | 0 |
| Mar 2023 | $75.2M | $0 | $75.2M | 6 | 0 |
| Dec 2022 | $76.4M | $0 | $76.4M | 6 | 196 |
| Jul 2022 | $76.4M | $0 | $76.4M | 5 | 196 |
| Jul 2022 | $76.4M | $0 | $76.4M | 5 | 196 |
| Jul 2022 | $76.4M | $0 | $76.4M | 5 | 196 |
| May 2022 | $76.4M | $0 | $76.4M | 5 | 0 |
| Apr 2022 | $76.4M | $0 | $76.4M | 5 | 0 |
| Apr 2022 | $76.4M | $0 | $76.4M | 5 | 0 |
| Apr 2022 | $76.4M | $0 | $76.4M | 5 | 0 |
| Apr 2022 | $76.4M | $0 | $76.4M | 5 | 0 |
| Apr 2022 | $76.4M | $0 | $76.4M | 5 | 0 |
| Mar 2022 | $76.4M | $0 | $76.4M | 5 | 0 |
| Jan 2022 | $70M | $0 | $70M | 5 | 0 |
| Jan 2022 | $70M | $0 | $70M | 5 | 0 |
| Nov 2021 | $70M | $0 | $70M | 5 | 0 |
| Nov 2021 | $70M | $0 | $70M | 4 | 0 |
| Oct 2021 | $70M | $0 | $70M | 4 | 0 |
| Oct 2021 | $70M | $0 | $70M | 5 | 0 |
| Oct 2021 | $70M | $0 | $70M | 5 | 0 |
| Oct 2021 | $70M | $0 | $70M | 5 | 0 |
| Mar 2021 | $70M | $0 | $70M | 5 | 0 |
| Jun 2020 | $55M | $0 | $55M | 5 | 0 |
| May 2020 | $55M | $0 | $55M | 5 | 0 |
| Mar 2020 | $55M | $0 | $55M | 5 | 0 |
| Feb 2020 | $40.2M | $0 | $40.2M | 5 | 0 |
| Dec 2019 | $40.2M | $0 | $40.2M | 4 | 0 |
| Mar 2019 | $40.2M | $0 | $40.2M | 4 | 0 |
| Sep 2018 | $30M | $30M | $0 | 4 | 0 |
| Apr 2018 | $25M | $0 | $25M | 4 | 0 |
DateDec 2025
Total AUM$138.8M
Discretionary$0
Non-Disc.$138.8M
Employees7
Clients0
DateNov 2025
Total AUM$138.8M
Discretionary$0
Non-Disc.$138.8M
Employees7
Clients0
DateOct 2025
Total AUM$138.8M
Discretionary$0
Non-Disc.$138.8M
Employees6
Clients0
DateAug 2025
Total AUM$138.8M
Discretionary$0
Non-Disc.$138.8M
Employees6
Clients0
DateMar 2025
Total AUM$138.8M
Discretionary$0
Non-Disc.$138.8M
Employees5
Clients0
DateMar 2025
Total AUM$138.8M
Discretionary$0
Non-Disc.$138.8M
Employees5
Clients0
DateJun 2024
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients0
DateJun 2024
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees6
Clients0
DateMay 2024
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients0
DateMay 2024
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees7
Clients0
DateMay 2024
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees7
Clients0
DateMar 2024
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees7
Clients0
DateMar 2024
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees7
Clients0
DateSep 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees7
Clients0
DateAug 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees7
Clients0
DateAug 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees6
Clients0
DateAug 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees7
Clients0
DateJun 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees7
Clients0
DateJun 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees7
Clients0
DateJun 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees7
Clients0
DateJun 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees7
Clients0
DateApr 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees7
Clients0
DateMar 2023
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees6
Clients0
DateDec 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees6
Clients196
DateJul 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients196
DateJul 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients196
DateJul 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients196
DateMay 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients0
DateApr 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients0
DateApr 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients0
DateApr 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients0
DateApr 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients0
DateApr 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients0
DateMar 2022
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients0
DateJan 2022
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients0
DateJan 2022
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients0
DateNov 2021
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients0
DateNov 2021
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees4
Clients0
DateOct 2021
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees4
Clients0
DateOct 2021
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients0
DateOct 2021
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients0
DateOct 2021
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients0
DateMar 2021
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients0
DateJun 2020
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients0
DateMay 2020
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients0
DateMar 2020
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients0
DateFeb 2020
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees5
Clients0
DateDec 2019
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees4
Clients0
DateMar 2019
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees4
Clients0
DateSep 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees4
Clients0