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
$1.1B
Employees
6
Offices
--
Total Clients
688
Primary office
HOUSTON, TX
15375 MEMORIAL DRIVE, SUITE 200, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 39.2% of total clients.
Top client categories% of clientsClients
1
Individuals
39.2%
270
2
HNWI
29.2%
201
3
Charitable
26.6%
183
4
Pension Plans
3.2%
22
5
Corporations
1.7%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of June 29, 2025
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$142K
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.
Latest AUM$1.1B
Total Accounts688
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee115:1
10Y Employee Change+6
* 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.