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CROSSWELL FAMILY WEALTH ADVISORS

CROSSWELL ADVISORS, LLC

CRD 150076 · SEC 801-70119

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$80.6M

Discretionary AUM

$80.6M

Team

5 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals3$1.1M
High net worth individuals50$79.5M

All web addresses on file

Official SEC filing: View on IAPD