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Steward Financial Holdings, Inc.

ShareholderCrossmark Wealth Management, LLC

About Steward Financial Holdings, Inc.

Steward Financial Holdings, Inc. is listed as Shareholder at Crossmark Wealth Management, LLC in Houston, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Crossmark Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Steward Financial Holdings, Inc. work?

Steward Financial Holdings, Inc. is listed as Shareholder at Crossmark Wealth Management, LLC on SEC Form ADV.

How much of Crossmark Wealth Management, LLC does Steward Financial Holdings, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Crossmark Wealth Management, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2015