SEC Form ADV

CROSSMARK WEALTH MANAGEMENT, LLC

Firm profile: Crossmark Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX

$1.1B

Assets Under Management

688

Total Clients

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Registration Details

Accession: CRD-289004
Location: HOUSTON, TX
Filing Date: June 29, 2025
AUM: $1.1B
Total Clients: 688
Amendment: No
SEC EDGAR: View original filing →

Client Types

$1 billion - $10 billion

About this Adviser

CROSSMARK WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $1.1B in assets across 688 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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