# CROSSMARK WEALTH MANAGEMENT, LLC

CROSSMARK WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 289004
- Type: SEC-registered investment adviser
- SEC file number: 801-110915
- Location: 9753 KATY FREEWAY, HOUSTON, TX, 77024
- Phone: 713-260-9000
- Latest filing: 2026-08-04
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $162K
- Clients: 6
- Accounts: 723

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| DOLL ROBERT CHARLES | CHIEF EXECUTIVE OFFICER | — |
| WYNANT SCOTT HOWARD | MANAGING DIRECTOR | — |
| COPPEDGE JIM ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| KERN MICHAEL LEO | PRESIDENT, CEO, AND TREASURER; PRESIDENT/CEO/SECRETARY/TREASURER | — |
| Jim Anthony Coppedge | CHIEF COMPLIANCE OFFICER | — |
| Robert Charles Doll | CHIEF EXECUTIVE OFFICER | — |
| Scott Howard Wynant | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289004/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289004/similar
- Related entities: https://search.stillhousedata.com/firm/289004/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289004

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.