# Crossroads Wealth Planning

Crossroads Wealth Planning is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 317985
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317985

## About

CROSSROADS WEALTH PLANNING is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### What services does Crossroads Wealth Planning offer?

Crossroads Wealth Planning provides financial planning, portfolio management, estate planning, retirement planning, and tax strategy. The firm works with individuals and families to coordinate wealth management across multiple areas.

### Does Crossroads Wealth Planning manage alternative investments or venture capital?

Public data does not indicate a direct alternative investments or venture capital program. The firm's described focus is on traditional asset allocation and financial planning, not private market direct investing.

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Last updated: 2026-07-06T01:24:14.882Z

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