# Glassman Wealth Services, LLC

> Glassman Wealth Services, LLC is an SEC-registered investment advisory firm in Vienna, VA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 151478
- Filed as: GLASSMAN WEALTH SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vienna, VA
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151478
- AdvisorCensus page: https://advisorcensus.com/firm/glassman-wealth-services-llc-vienna-va-151478

## Quick answers

**How is Glassman Wealth Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Glassman Wealth Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Glassman Wealth Services, LLC located?**
Glassman Wealth Services, LLC's principal office is in Vienna, VA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Glassman Wealth Services, LLC registered with the SEC or a state?**
Glassman Wealth Services, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151478.

**How much does Glassman Wealth Services, LLC manage?**
Glassman Wealth Services, LLC reports $2,556,853,431 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (94% discretionary).

**How have Glassman Wealth Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Glassman Wealth Services, LLC: Regulatory assets under management: $1,662,297,089 in the October 2021 data and $2,556,853,431 in the October 2026 data, up 54%. Total employees: 13 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Glassman Wealth Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (302); individuals (other than high net worth individuals) (57); pension and profit sharing plans (but not the plan participants or government pension plans) (35).

**Which custodians does Glassman Wealth Services, LLC use?**
Glassman Wealth Services, 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 Services, 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/151478

**What changed in Glassman Wealth Services, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### 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: $2,556,853,431
- Discretionary: $2,404,472,894
- Non-discretionary: $152,380,537

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $30,998,355 |
| High net worth individuals | 302 | $2,429,661,990 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 35 | $33,130,228 |
| Charitable organizations | 5 | $63,062,858 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 21 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, UT, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- North Bethesda, MD

### Websites listed on Form ADV (Item 1.I)
- glassmanwealth.com
- Facebook @GLASSMANWEALTH
- Facebook @barry.glassman
- Instagram @GLASSMANWEALTH
- LinkedIn @glassman-wealth-services
- LinkedIn @candaceleecfp
- LinkedIn @colin-gerrety
- LinkedIn @danasippel
- LinkedIn @david-levitt-cfp®-75b68a59
- LinkedIn @eric-dunner
- LinkedIn @jenny-stewart-cfp®-9779345a
- LinkedIn @jhonnyams
- LinkedIn @laura-barnett-cheplak-3b14102
- LinkedIn @lindsay-shetterly-cima®-ces™-8290097
- LinkedIn @maxwellelsasser
- LinkedIn @travis-russell-cfp-
- LinkedIn @treygresh
- LinkedIn @zach-rampold-aa5b8111
- X @Barryglassman
- X @DanaSippel
- X @David_Levitt
- X @EricDunner
- X @TRussellAdvisor
- X @TravisRussell33
- X @_gerrety_
- X @tr3yg12
- YouTube @glassmanwealthservices271

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,662,297,089 | 13 | March 29, 2021 |
| October 2022 | $1,942,819,910 | 15 | August 24, 2022 |
| October 2023 | $1,800,559,783 | 18 | July 28, 2023 |
| October 2024 | $2,053,022,712 | 18 | August 8, 2024 |
| October 2025 | $2,194,308,982 | 18 | June 25, 2025 |
| October 2026 | $2,556,853,431 | 21 | August 11, 2026 |

Regulatory assets under management: $1,662,297,089 in the October 2021 data and $2,556,853,431 in the October 2026 data, up 54%.
Total employees: 13 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in SC.

### April 2026
- Regulatory assets under management went from $2,194,308,982 to $2,556,853,431 (+17%).

### December 2025
- Registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Glassman Wealth Services, LLC (CRD 151478): Form ADV filing data as of October 2026.