CROSSMARK WEALTH MANAGEMENT, LLC

CRD 289004File 801-110915

APPROVED

Retail clients

Filing as of Aug 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.19B

Above cohort median (national)

Discretionary AUM

$1.18B

Non-discretionary $162K

Clients

723

723 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jul 31, 2017
Principal office: 9753 KATY FREEWAY, SUITE 200, HOUSTON, TX, 77024
Phone: 713-260-9000
Website: http://www.crossmarkwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.19B
Discretionary AUM: $1.18B
Non-discretionary AUM: $162K
Discretionary accounts: 718
Non-discretionary accounts: 5
Total accounts: 723
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$18.8M
Charitable organizations	202	$511.2M
High net worth individuals	216	$269.6M
Pension and profit sharing plans	22	$330.7M
Individuals (other than high net worth individuals)	271	$54.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.