Crossmark Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated June 29, 2025, reports $1.1B in regulatory assets under management, 6 employees, and 688 accounts.
Assets Under Management
$1.2B
Employees
6
Offices
--
Total Clients
723
Primary office
HOUSTON, TX
9753 KATY FREEWAY, SUITE 200, HOUSTON, TX, United States
Top client segmentIndividuals represent 37.5% of total clients.
Top client categories% of clientsClients
1
Individuals
37.5%
271
2
HNWI
29.9%
216
3
Charitable
27.9%
202
4
Pension Plans
3.0%
22
5
Corporations
1.7%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of June 23, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$162K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts723
10Y AUM Change+$1.2B
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee121:1
10Y Employee Change+6
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.