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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-21-2009
- Office Locations
- 2
Office Locations
About Crosswell Family Wealth Advisors
Crosswell Family Wealth Advisors is an independent, fee-only advisor serving ultra-high-net-worth families and family-office clients. The team provides broad investment advice plus administrative and tax coordination, including statement consolidation, entity formation, and advisor oversight. Investment work spans asset allocation using public funds, fixed income and ETFs, with support for wealth transfer, family governance, and select M&A/corporate finance projects.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RODOLFO NMI OROPEZA
Chief Compliance Officer, Managing Member, President
- CRD
- #4188674
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LUIS OMAR GONZALEZ PERALES
--
- CRD
- #5776950
ADRIAN EDUARDO LLERENA NAVARRO
--
- CRD
- #5939447
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,581,297 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,581,297 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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