CROSS BORDER WEALTH, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $221.9M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $221.9M |
| Client Accounts | 672 |
| Avg Account Size | $330K |
| Employees | 7 |
| Peak AUM | $221.9MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $222M | +59.8% | +43.4% | +25.5% | |
| Non-Disc. AUM | $222M | ||||
Key Metrics
| Total AUM | $221.9M |
| Discretionary | $0 |
| Employees | 7 |
| Client Accounts | 672 |
Contact & Location
Address
230 PARK AVENUE
NEW YORK NY 10169
Phone
646-688-5333
Filing History
57 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$222M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported