Adrian E. Llerena Navarro

CROSSWELL FAMILY WEALTH ADVISORS

The Woodlands, TX

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CRD#: 5939447

Professional summary

Adrian Eduardo Llerena Navarro, who also goes by Adrian E Llerena, Adrian Eduardo Llerena, Adrian Llerena, is a registered financial advisor currently at CROSSWELL FAMILY WEALTH ADVISORS located in The Woodlands, Texas.

Adrian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adrian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adrian E Llerena | Adrian Eduardo Llerena | Adrian Llerena

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Managing Director of Crosswell Consulting Services, LLC, Start Date 02/2024, Provides general business administration and consulting services. Approx. hours per month 35 to 45. Not Investment Related. Managing Director of Altavista Growth Advisors, LLC, Start Date 06/2019, Provides general business consulting, project analysis and structing and corporate development. Not Investment Related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian Eduardo Llerena Navarro's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 29, 2025 - Present

CROSSWELL FAMILY WEALTH ADVISORS

RIA

CRD#: 150076

The Woodlands, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/29/2025

Uniform Investment Adviser Law Examination

Current Firm

CROSSWELL FAMILY WEALTH ADVISORS

CROSSWELL ADVISORS, LLC | CROSSWELL FAMILY WEALTH ADVISORS

CRD#: 150076 / SEC#: 801-70119

RIA

Registered Investment Advisory firm - (9/4/2009 Terminated)

Texas

Registered Investment Advisory firm - (8/26/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

The Woodlands, TX

Mailing Address

Phone number

(346) 800-1801

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 72,211,454

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Adrian E. Llerena Navarro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian Eduardo Llerena Navarro's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSWELL FAMILY WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2025

Current Firm

CROSSWELL FAMILY WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CROSSWELL FAMILY WEALTH ADVISORS

TRUST BUT VERIFY

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