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Crosswell Family Wealth Advisors

EST. AUM
$80,581,297

CONTACTS
1

CLIENT ACCOUNTS
78

Firm Details

Metro area Houston
CRD Number 150076
Website crosswellfwa.com
Client types

Overview

Crosswell Family Wealth Advisors (Crosswell FWA) is an independent wealth management firm that serves as a fiduciary and an extension of a client’s family office. The firm focuses on providing a holistic solution for wealth management, emphasizing loyalty to the client by operating with a straightforward fee structure and minimizing conflicts of interest. They position themselves as advocates and gatekeepers for ultra-high-net-worth families, coordinating all aspects of financial management through a single central hub.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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