Crosswell Family Wealth Advisors

Crosswell Family Wealth Advisors (CRD# 150076) is a financial advisory firm headquartered in , . They manage $67,035,706 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.crosswelladvisors.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $893,809
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Crosswell Family Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Luis Gonzalez Perales, financial advisor Tampico, Tamps.
Luis O. Gonzalez Perales
CRD#: 5776950
Tampico, Tamps.,

Luis Gonzalez Perales (CRD# 5776950) is an Investment Advisor Representative working at Crosswell Family Wealth Advisors in Tampico, Tamps., and has over 13 years of experience in the finance industry.

2
Rodolfo Oropeza, financial advisor The Woodlands TX
Rodolfo N. Oropeza
CRD#: 4188674
The Woodlands, TX

Rodolfo Oropeza (CRD# 4188674) is an Investment Advisor Representative working at Crosswell Family Wealth Advisors in The Woodlands, TX and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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