SEC Form ADV

CROSSMARK WEALTH MANAGEMENT, LLC

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

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.