CROSSMARK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,185,087,606
Discretionary
$1,184,925,428
Non-discretionary
$162,178
Firm details
- CRD number
- 289004
- SEC file number
- 801-110915
- Main office
- HOUSTON, TX, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.crossmarkwealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.