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| Keyboard |
| Crossmark Wealth Management LLC
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|---|---|
| CRD # | 289004 |
| SEC # | 801-110915 |
| CIK # | |
| AUM | 1,185.1 M (2026-06-23) |
| Employees | 6 (33% Investors, 83% Brokers) |
| Phone | 713-260-9000 |
| Address | 9753 Katy Freeway Houston, TX 77024 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 54.8 |
| (b) Individuals (high net worth individuals) | 216 | 269.6 |
| (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 | 330.7 |
| (h) Charitable organizations | 202 | 511.2 |
| (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 | 18.8 |
| (n) Other | 0 | 0.0 |
| Total | 723 | 1,185.1 |
| By Discretionary | ||
| Discretionary | 718 | 1,184.9 |
| Non-Discretionary | 5 | 0.2 |
| Total | 723 | 1,185.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,185.0 | |
| Total | 723 | 1,185.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Crossmark Global Investments Inc
✚
|
TX | 8,983.8 M |
|
Crossmark Wealth Management LLC
✚
|
TX | 1,185.1 M |
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|---|---|---|
|
Maceratio LLC
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|
FL | 1,191.9 M |
|
Moment Partners LLC
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|
CA | 1,188.5 M |
|
Ram Investment Partners LLC
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|
WA | 1,187.3 M |
|
Aspire Growth Partners LLC
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|
1,187.2 M | |
|
Founders Financial Alliance LLC
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|
NC | 1,186.0 M |
|
TCP Asset Management LLC
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|
OH | 1,182.7 M |
|
Crumly and Associates Incorporated
✚
|
IL | 1,179.6 M |
|
Crusonia Wealth Advisors LLC
✚
|
CO | 1,178.4 M |
|
Total Wealth Planning LLC
✚
|
OH | 1,178.1 M |
|
Dinuzzo Private Wealth Inc
✚
|
PA | 1,177.3 M |