{
  "crd_number": 114097,
  "slug": "glass-wealth-management-co-llc-san-antonio-tx-114097",
  "primary_business_name": "GLASS WEALTH MANAGEMENT CO., LLC",
  "legal_name": "GLASS WEALTH MANAGEMENT CO., LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-26",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-04-23",
  "carried_forward": false,
  "raum_total": 311919499.0,
  "raum_discretionary": 311888246.0,
  "raum_non_discretionary": 31253.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2000100.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 44349640.0,
      "count": 200
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 226365776.0,
      "count": 149
    },
    "corporations_other_businesses": {
      "raum": 39203983.0,
      "count": 17
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://gwm-sa.com",
    "https://linkedin.com/company/glass-wealth-management-company"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114097",
  "disclosure_items": [
    {
      "item": "11.F",
      "question": "Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?"
    }
  ],
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097",
  "display_name": "Glass Wealth Management Co., LLC",
  "summary": "Glass Wealth Management Co., LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.",
  "citation": "AdvisorCensus. Glass Wealth Management Co., LLC (CRD 114097): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Glass Wealth Management Co., LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Glass Wealth Management Co., LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Glass Wealth Management Co., LLC located?",
      "a": "Glass Wealth Management Co., LLC's principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is Glass Wealth Management Co., LLC registered with the SEC or a state?",
      "a": "Glass Wealth Management Co., LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 114097."
    },
    {
      "q": "How much does Glass Wealth Management Co., LLC manage?",
      "a": "Glass Wealth Management Co., LLC reports $311,919,499 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Glass Wealth Management Co., LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Glass Wealth Management Co., LLC: Regulatory assets under management: $125,123,402 in the October 2021 data and $311,919,499 in the October 2026 data, up 149%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Glass Wealth Management Co., LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (149); corporations or other businesses not listed above (17)."
    },
    {
      "q": "Which custodians does Glass Wealth Management Co., LLC use?",
      "a": "Glass Wealth Management Co., LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Glass Wealth Management Co., LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114097"
    },
    {
      "q": "What changed in Glass Wealth Management Co., LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.F). Regulatory assets under management went from $251,596,767 to $311,919,499 (+24%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 125123402.0,
      "total_employees": 3,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 175297772.0,
      "total_employees": 3,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 165442514.0,
      "total_employees": 3,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 191595708.0,
      "total_employees": 4,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 251596767.0,
      "total_employees": 6,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 311919499.0,
      "total_employees": 6,
      "filing_date": "2026-04-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.F).",
        "Regulatory assets under management went from $251,596,767 to $311,919,499 (+24%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 200,
      "fewer_than_5": false,
      "raum": 44349640.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 149,
      "fewer_than_5": false,
      "raum": 226365776.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2000100.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 17,
      "fewer_than_5": false,
      "raum": 39203983.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114097",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}