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Crossmark Wealth Management
Crossmark Wealth Management was established in 2018 as a Texas-based registered investment adviser. It delivers advisory services centered on financial...
Overview
Crossmark Wealth Management was established in 2018 as a Texas-based registered investment adviser. It delivers advisory services centered on financial planning and portfolio construction. The firm maintains a conventional RIA posture with no reported fund vehicles or named co-investors. Services extend to individuals and institutions inside the United States. No specific asset-class allocations or geographic deployments beyond the headquarters state appear in available records. Team size, additional offices, and recent operational events remain undisclosed. No adjacent philanthropic structures or club memberships are noted in the last 24 months. The firm operates without a disclosed single-family mandate or hybrid external-GP structure, limiting visibility into sourcing or succession mechanics.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Frequently asked questions
Who runs investment decisions at Crossmark Wealth Management?
No named principals or CIO appear in public records. Decision authority therefore stays internal to the registered investment adviser.
Does Crossmark Wealth Management participate in fund commitments or only direct deals?
Available information shows only advisory services. No fund commitments or direct deal activity is disclosed.
What investment stages does Crossmark Wealth Management typically target?
The firm description lists financial planning and portfolio management without reference to venture, growth, or buyout stages.
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