SEC Form ADV

CROSSMARK WEALTH MANAGEMENT, LLC

Registered Investment AdviserTX
$1.2B
Assets Under Management
6
Employees
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Registration Details

Accession
crd-289004
Location
HOUSTON, TX
Filing Date
June 23, 2026
AUM
$1.2B
Institutional Clients
224
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

CROSSMARK WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $1.2B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.