Luis Omar Gonzalez Perales

Crosswell Family Wealth Advisors

15 Years of Experience

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Firm Information

Crosswell Family Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

2 advisors

Number of Clients

55 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$72.2M

Fee Structure

This brochure supplement does not contain any fee information. Refer to Crosswell Advisors, LLC’s Form ADV Part 2A Brochure for fee details.

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Areas of Practice

Investment Management

Advisor Information

Office location

Tampico, Tamps.

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Luis is a professor at UTRM since 2015, the general manager of Distrubuidora Alebrije since 2014, and a hospitality manager for Villa 38 since 2014. These activities are not investment-related and take about a quarter of his time for the professor role, and about 10-20% of his time for each of the other two roles.