CROSSMARK WEALTH MANAGEMENT, LLC
CRD #289004 SEC #801-110915 HOUSTON, TX 713-260-9000
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
6
Clients
0
Accounts
688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.1B | $1.1B | $141.8K | 6 | 0 |
| Jun 2024 | $1.1B | $1.1B | $0 | 5 | 0 |
| Feb 2024 | $1B | $1B | $0 | 5 | 0 |
| Feb 2024 | $1B | $1B | $0 | 5 | 0 |
| Jun 2023 | $1B | $1B | $0 | 5 | 0 |
| Jun 2022 | $1B | $1B | $0 | 5 | 0 |
| Jun 2021 | $885.9M | $885.9M | $0 | 7 | 0 |
| Oct 2020 | $731.5M | $731.5M | $0 | 8 | 0 |
| Jun 2020 | $731.5M | $731.5M | $0 | 8 | 0 |
| Jun 2020 | $731.5M | $731.5M | $0 | 8 | 0 |
| Jun 2019 | $824.1M | $824.1M | $0 | 9 | 0 |
| Jan 2019 | $0 | $0 | $0 | 8 | 0 |
| Jul 2018 | $0 | $0 | $0 | 8 | 0 |
| Jun 2018 | $0 | $0 | $0 | 8 | 0 |
DateJun 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$141.8K
Employees6
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$885.9M
Discretionary$885.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$731.5M
Discretionary$731.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$731.5M
Discretionary$731.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$731.5M
Discretionary$731.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2019
Total AUM$824.1M
Discretionary$824.1M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0