RIA Intel›Advisers›Texas›CROSSMARK WEALTH MANAGEMENT, LLC

CROSSMARK WEALTH MANAGEMENT, LLC

Advisory

N·HOUSTON, TX

Data as of Jun 28, 2024 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

+10.2%

3-Year CAGR

+7.8%

Employees

2

Assets Under Management

Total AUM$1.2B

Discretionary AUM$1.2B

Non-Discretionary AUM$162K

Discretionary %100%

Total Clients688

Team

Total Employees2

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingJun 28, 2017

Latest FilingJun 28, 2024

🔒 Full AUM trend chart and 15 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CROSSMARK WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.