# CROSSWELL FAMILY WEALTH ADVISORS

CROSSWELL FAMILY WEALTH ADVISORS is an SEC-registered investment adviser.

## Registration

- CRD: 150076
- Type: SEC-registered investment adviser
- SEC file number: 801-70119
- Phone: 346-800-1801
- Latest filing: 2026-04-28
- Regulatory AUM: $80.6M
- Discretionary AUM: $80.6M
- Clients: 5
- Accounts: 78

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| OROPEZA RODOLFO NMI | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150076/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150076/similar
- Related entities: https://search.stillhousedata.com/firm/150076/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150076

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.