Crosswell Family Wealth Advisors

Overview

Crosswell Family Wealth Advisors is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individual and small business clients. The firm charges either a percentage of assets under management or fixed fees and reports serving mainly individual and family clients rather than institutional mandates. Its operating model is not focused on ESG integration, and filings indicate it does not act as a pension consultant, multi-state adviser, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives