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CROSSMARK WEALTH MANAGEMENT, LLC
CRD 289004 · SEC 801-110915
15375 MEMORIAL DRIVE, SUITE 200, HOUSTON, TX, 77079, United States
Phone
713-260-9000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$1.11B
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-06-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $55.2M |
| High net worth individuals | 201 | $240.7M |
| Pension/profit sharing plans | 22 | $319.3M |
| Charitable organizations | 183 | $475.9M |
| Corporations/business entities | 12 | $17.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD