Cross Border Wealth, Llc
- Regulatory AUM
- $222M
- Discretionary
- $0
- Clients
- 531
- Avg AUM / client
- $418K
- Accounts
- 672
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 531 | $222M | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andoni Yturralde | Managing Partner | Feb 2017 (10y) | 50% – 75% | |
| Fabrice Mercier | Managing Partner | CFP | Jul 2017 (9y) | 50% – 75% |
| Basa, Michelle Yvonne, Libusada | Chief Compliance Officer, Human Resources, Internal Audit | Feb 2022 (5y) | Less than 5% | |
| Eric James Glassbrenner | Registered representative | Nov 2021 (5y) | ||
| Andrew Paul Scibetta | Registered representative | Dec 2022 (4y) | ||
| Andrew Graham Mc Kay | Registered representative | Jul 2024 (2y) | ||
| Scott Michael Jones | Registered representative | Nov 2025 (1y) | ||
| Arden Gayle Cruz Santos | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Novia Global Ltd $86.4M (39% of AUM) Apr 2026
- Charles Schwab & Co. $75.6M (34% of AUM) Apr 2026
- Interactive Brokers $41.3M (19% of AUM) Apr 2026
- Rl360 Insurance Company Limited $8.5M (11% of AUM) Sep 2023
- Utmost Worldwide Limited $8.0M (11% of AUM) Sep 2023
- Generali Worldwide Insurance Company Limited $4.2M (14% of AUM) Sep 2018
- Friends Provident International Services Limited $1.5M (2% of AUM) Sep 2023
- Old Mutual International Isle Of Man Limited $1.2M (2% of AUM) Sep 2023
- Platform One Limited $1.0M (1% of AUM) Sep 2023
- Providence Life Limited $597K (1% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗