# Client-Centered Cross-Border Private Wealth Advisory

Client-Centered Cross-Border Private Wealth Advisory is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/peggycreveling

## Regulatory record

- **CRD number:** 140373
- **SEC file number:** 801-66802
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140373

## About

CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY is an SEC-registered investment adviser in KHLONG TAN, KHLONG TOEI, BANGKOK, registered since 2006. The firm has 3 employees and 3 investment advisers. It is based in KHLONG TAN, KHLONG TOEI, BANGKOK.

## Questions

### Is there any public record of deals or portfolio companies tied to this entity?

Altss found no public transaction records, co-investment mentions, or portfolio-company listings attributed to Client-Centered Cross-Border Private Wealth Advisory. In the absence of a website or press release, the firm's deployment history remains fully opaque.

### What is the known geographic footprint of Client-Centered Cross-Border Private Wealth Advisory?

No office location, jurisdiction of registration, or operational country has been publicly disclosed. The 'cross-border' label in the firm name is the only clue to its geographic scope, but no further detail is verifiable.

### How should a prospective co-investor diligence an entity with zero public visibility?

They should proceed as a counterparty-diligence exercise: request the certificate of incorporation, verify the principal's identity and professional background, obtain audited financial statements, and confirm the source of wealth and regulatory status in each jurisdiction where the entity transacts. No shortcut exists when a firm has no public-room information.

## Related profiles

- [Lange Asset Management](https://altss.com/profile/lange-asset-management-inc)

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Last updated: 2026-07-06T01:24:14.225Z

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