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| Happy Holidays!! thanks for using AUM13F!! |
| Crossmark Wealth Management LLC
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| CRD # | 289004 |
| SEC # | 801-110915 |
| CIK # | |
| AUM | $1.1 B (2025-06-29) |
| Employees | 6 (33% Investors, 83% Brokers) |
| Phone | 713-260-9000 |
| Address | 15375 Memorial Drive Houston, TX 77079 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 55.2 |
| (b) Individuals (high net worth individuals) | 201 | 240.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 319.3 |
| (h) Charitable organizations | 183 | 475.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 17.1 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 1,108.3 |
| By Discretionary | ||
| Discretionary | 683 | 1,108.2 |
| Non-Discretionary | 5 | 0.1 |
| Total | 688 | 1,108.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,108.2 | |
| Total | 688 | 1,108.3 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Crossmark Global Investments Inc
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|
TX | 7.1 |
|
Crossmark Wealth Management LLC
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|
TX | 1.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Advantage Inc
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|
CA | 1.1 |
|
Arkos Global Advisors LLC
✚
|
TX | 1.1 |
|
Kowal Investment Group LLC
✚
|
WI | 1.1 |
|
The Financial Advisors LLC
✚
|
MA | 1.1 |
|
North Pier Fiduciary Management LLC
✚
|
CA | 1.1 |
|
Biondo Investment Advisors LLC
✚
|
PA | 1.1 |
|
Root Financial Partners LLC
✚
|
CA | 1.1 |
|
van Cleef Asset Management Inc
✚
|
OH | 1.1 |
|
Premier Path Wealth Partners LLC
✚
|
NJ | 1.1 |
|
Longview Wealth Management Inc
✚
|
GA | 1.1 |