Cross Border Wealth Advisors

RIAState Registered
Total AUM
$33.4M
Discretionary
$20.8M
62% of AUM
Avg account
$371K
Accounts
90
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
309890
Registered since
July 27, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI83.9%
  • Individuals16.1%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cross Border Wealth Advisors is an independent, California-registered wealth management firm organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars/workshops. Its fee arrangements include both a percentage of assets under management and fixed fees. The firm acts as a capital allocator, outsourcing to external managers when appropriate, and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Non-Exchange Traded Equities 10%, US Government Bonds 10%, Cash & Cash Equivalents 5%75%
  • Exchange Traded Equities75%
  • Non-Exchange Traded Equities10%
  • US Government Bonds10%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth