|
⚲
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| Crossmark Wealth Management LLC
✚
| |
|---|---|
| CRD # | 289004 |
| SEC # | 801-110915 |
| CIK # | |
| AUM | $1.1 BB (2024-06-28) |
| Employees | 5 (40% Investors, 60% Brokers) |
| Phone | 713-260-9000 |
| Address | 15375 Memorial Drive Houston, TX 77079 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 436 | 124.4 |
| (b) Individuals (high net worth individuals) | 40 | 192.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 118.0 |
| (h) Charitable organizations | 162 | 591.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 83.9 |
| (n) Other | 0 | 0.0 |
| Total | 670 | 1,109.9 |
| By Discretionary | ||
| Discretionary | 670 | 1,109.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 670 | 1,109.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,109.8 | |
| Total | 670 | 1,109.9 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Crossmark Global Investments Inc
✚
|
TX | 7.0 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Woodstock Corporation
✚
|
MA | 1.1 |
|
Ascent Wealth Partners LLC
✚
|
NY | 1.1 |
|
RVW Wealth LLC
✚
|
CA | 1.1 |
|
Petredis Investment Advisors LLC
✚
|
PA | 1.1 |
|
Greene Wealth Management LLC
✚
|
WA | 1.1 |
|
Emergent Financial Services LLC
✚
|
VA | 1.1 |
|
Kowal Investment Group LLC
✚
|
WI | 1.1 |
|
Select Money Management Inc
✚
|
CA | 1.1 |
|
TBH Global Asset Management LLC
✚
|
TN | 1.1 |
|
Grassi Investment Management LLC
✚
|
CA | 1.1 |