# Crosscurrent Wealthmanagement, LLC

Crosscurrent Wealthmanagement, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 156589
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156589

## About

CROSSCURRENT WEALTHMANAGEMENT, LLC is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What investment strategy does Crosscurrent Wealthmanagement employ?

No investment strategy has been publicly disclosed. Without portfolio filings, deal announcements, or marketing materials, the firm's asset allocation, risk posture, and sector emphases are entirely unknown. Most family offices of this private nature are presumed to follow conservative multi-asset approaches with a tilt toward direct real estate or private equity.

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- [Carrington Financial Planning, LLC](https://altss.com/profile/carrington-financial-planning-llc)
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Last updated: 2026-07-06T01:24:14.882Z

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