Crosscurrent Wealthmanagement, LLC

Overview

Crosscurrent Wealthmanagement, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers financial planning along with discretionary portfolio management for individuals, small businesses and institutional entities. Its fee arrangements include both a percentage-of-AUM billing and hourly charges. In addition to advisory work, the firm conducts real estate brokerage activity and engages in other financial product sales. Crosscurrent does not identify as an active ESG investor and does not report multi-state adviser status or pension-consulting activity.

Assets & Accounts

Public Holdings

Investments & Alternatives