LP Profile

Crossmark Wealth Management

Also known as crossmark wealth

Wealth ManagerHouston, United StatesFounded 2018
$886M
Assets Under Management
Houston
Headquarters
Investment Focus

About Crossmark Wealth Management

Crossmark Wealth Management is a wealth manager based in Houston, US. Founded in 2018. Reported AUM: 886 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Crossmark Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.1B
Total Clients
688
Filing Date
June 29, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Crossmark Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Crossmark Wealth Management?

Crossmark Wealth Management is a wealth manager based in Houston, United States, managing approximately $886M in assets.

Where is Crossmark Wealth Management headquartered?

Crossmark Wealth Management is headquartered in Houston, United States.

How much does Crossmark Wealth Management manage?

Crossmark Wealth Management manages approximately $886M in assets under management.

When was Crossmark Wealth Management founded?

Crossmark Wealth Management was founded in 2018.

How can I contact Crossmark Wealth Management?

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