# Glass Wealth Management Co., LLC

> 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.

- CRD: 114097
- Filed as: GLASS WEALTH MANAGEMENT CO., LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114097
- AdvisorCensus page: https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097

## Quick answers

**How is Glass Wealth Management Co., LLC compensated?**
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.

**Where is Glass Wealth Management Co., LLC located?**
Glass Wealth Management Co., LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is Glass Wealth Management Co., LLC registered with the SEC or a state?**
Glass Wealth Management Co., LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 114097.

**How much does Glass Wealth Management Co., LLC manage?**
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).

**How have Glass Wealth Management Co., LLC's assets and staff changed since 2021?**
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.

**What types of clients does Glass Wealth Management Co., LLC serve?**
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).

**Which custodians does Glass Wealth Management Co., LLC use?**
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.

**Does Glass Wealth Management Co., LLC report any disciplinary disclosures?**
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

**What changed in Glass Wealth Management Co., LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $311,919,499
- Discretionary: $311,888,246
- Non-discretionary: $31,253

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | $44,349,640 |
| High net worth individuals | 149 | $226,365,776 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $2,000,100 |
| Corporations or other businesses not listed above | 17 | $39,203,983 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.F: 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114097

### Websites listed on Form ADV (Item 1.I)
- gwm-sa.com
- LinkedIn @glass-wealth-management-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,123,402 | 3 | June 3, 2021 |
| October 2022 | $175,297,772 | 3 | March 29, 2022 |
| October 2023 | $165,442,514 | 3 | March 28, 2023 |
| October 2024 | $191,595,708 | 4 | September 4, 2024 |
| October 2025 | $251,596,767 | 6 | April 30, 2025 |
| October 2026 | $311,919,499 | 6 | April 23, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Glass Wealth Management Co., LLC (CRD 114097): Form ADV filing data as of October 2026.