Andoni Yturralde
Investment adviser representative at Cross Border Wealth, LLC
14 yearsExperience
2 statesRegistered in
$221.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Cross Border Wealth, LLCApr 2017 to now
- Devere USAJun 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Cross Border Wealth, LLC
$221.9MAssets managed
531Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3070270
- Firm CRD
- 288330