# Glassman Wealth Management LLC

> Glassman Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 3, 2026.

- CRD: 167463
- Filed as: GLASSMAN WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167463
- AdvisorCensus page: https://advisorcensus.com/firm/glassman-wealth-management-llc-167463

## Quick answers

**How is Glassman Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Glassman Wealth Management LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Glassman Wealth Management LLC registered with the SEC or a state?**
Glassman Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167463.

**How much does Glassman Wealth Management LLC manage?**
Glassman Wealth Management LLC reports $46,485,000 in regulatory assets under management in its Form ADV filing dated January 3, 2026 (100% discretionary).

**How have Glassman Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Glassman Wealth Management LLC: Regulatory assets under management: $49,201,000 in the October 2021 data and $46,485,000 in the October 2026 data, down 6%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Glassman Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (12).

**Which custodians does Glassman Wealth Management LLC use?**
Glassman Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Glassman Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167463

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $46,485,000
- Discretionary: $46,485,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $6,634,000 |
| High net worth individuals | 13 | $39,851,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $49,201,000 | 2 | January 15, 2021 |
| October 2022 | $53,758,000 | 2 | January 25, 2022 |
| October 2023 | $55,215,000 | 2 | January 9, 2023 |
| October 2024 | $40,731,000 | 2 | January 8, 2024 |
| October 2025 | $44,745,000 | 2 | January 7, 2025 |
| October 2026 | $46,485,000 | 2 | January 3, 2026 |

Regulatory assets under management: $49,201,000 in the October 2021 data and $46,485,000 in the October 2026 data, down 6%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Glassman Wealth Management LLC (CRD 167463): Form ADV filing data as of October 2026.