Key facts
- CROSSMARK WEALTH MANAGEMENT, LLC is a other based in HOUSTON, TX.
- CROSSMARK WEALTH MANAGEMENT, LLC reports $87K in regulatory assets under management, per its SEC Form ADV (2025-06).
Registered with the SEC
Form ADV · 2025-06 · CRD 289004- Regulatory AUM
- $87K
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CROSSMARK WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CROSSMARK WEALTH MANAGEMENT, LLC's AUM?
- CROSSMARK WEALTH MANAGEMENT, LLC manages approximately $87K in assets.