Crosscurrent Wealthmanagement, LLC

Overview

Crosscurrent Wealthmanagement, LLC is a boutique independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves a small roster of individual and family clients, offering financial planning and portfolio management services for individuals, small businesses and institutions. Its advisory model blends a percentage-of-AUM fee with hourly billing, and the firm also engages in real estate brokerage and other financial product sales as part of its business activities. Investment preferences skew toward publicly traded equities. The firm is not positioned as an ESG investor, does not operate across multiple states as an adviser, and does not present itself as a capital allocator or pension consultant. Given its size and service mix, Crosscurrent Wealthmanagement appears to run a hands-on, discretionary equity-focused program supplemented by planning and select non-public product activities tied to its real estate and other product capabilities.

Assets & Accounts

Public Holdings

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Location & Offices