# Crossmark Wealth Management

Crossmark Wealth Management is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** crossmarkwealth.com
- **LinkedIn:** linkedin.com/company/crossmark_2

## Regulatory record

- **CRD number:** 289004
- **SEC file number:** 801-110915
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-06-29T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289004

## About

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.

## 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.

## Related profiles

- [Crosslink Capital](https://altss.com/profile/crosslink-capital)
- [Cross Ocean Partners Management](https://altss.com/profile/cross-ocean-partners-management)

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Last updated: 2026-06-03T20:00:00.000Z

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