CROSSWELL FAMILY WEALTH ADVISORS
CROSSWELL FAMILY WEALTH ADVISORS is an SEC-registered investment adviser (CRD 150076). Regulatory assets under management: $80.6M.
Registration
- CRD: 150076
- SEC file number: 801-70119
- Type: Registered investment adviser
- 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 | — |
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