CROSSMARK WEALTH MANAGEMENT, LLC

Houston, United States · CRD 289004

SEC-registered investment adviser since 2017 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$1.2bn
Main clients (by assets)Charities 43%, Pension plans 28%, High net worth individuals 23%
Websitecrossmarkwealth.com
Form ADV · 2026-08-04SEC adviser record

Kindinstitutions
Others nearbyHouston, TX
FamilyCrossmark Global Holdings, Inc. · 2 related pages · largest: Crossmark Global Holdings, Inc.

As an employer

Staff (Form ADV)6 · 2 in investment roles
Offices in1 country