AdvisorCensus / Financial advisors / District of Columbia / Washington / Glover Park Wealth Management, LLC
Glover Park Wealth Management, LLC is an SEC-registered investment advisory firm in Arlington, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.
Quick answers
From the filingHow is Glover Park Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Glover Park Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Glover Park Wealth Management, LLC charge?
Its Form ADV Part 2A brochure dated June 9, 2026 states: Hourly rate: $300 an hour (Financial planning services); Flat fee: $2,500 to $5,000 (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Glover Park Wealth Management, LLC located?
Glover Park Wealth Management, LLC's principal office is in Arlington, VA, according to its Form ADV.
Is Glover Park Wealth Management, LLC registered with the SEC or a state?
Glover Park Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 309793.
How much does Glover Park Wealth Management, LLC manage?
Glover Park Wealth Management, LLC reports $144,252,021 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (97% discretionary).
How have Glover Park Wealth Management, LLC's assets and staff changed since 2025?
In the Form ADV data for Glover Park Wealth Management, LLC: Regulatory assets under management: $119,786,589 in the October 2025 data and $144,252,021 in the October 2026 data, up 20%. Total employees: 1 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Glover Park Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (28).
Which custodians does Glover Park Wealth Management, LLC use?
Glover Park Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Broker-Dealer, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Glover Park 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/309793
What changed in Glover Park Wealth Management, LLC's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $300 an hour (Financial planning services)
The brochure's wording
Glover Park offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly engagements are billed at a rate of $300 per hour.
Flat fee: $2,500 to $5,000 (Financial planning services)
The brochure's wording
Fixed engagement fees typically range from $2,500 to $5,000. Fees are negotiable and are based on the nature and complexity of the services to be provided
As stated in the firm's Form ADV Part 2A brochure dated June 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$144,252,021 as of October 2026, filing dated September 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $144,252,021 | 3 | September 23, 2026 |
| October 2025 | $119,786,589 | 1 | June 10, 2025 |
Regulatory assets under management: $119,786,589 in the October 2025 data and $144,252,021 in the October 2026 data, up 20%.
Total employees: 1 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 1 to 2.
- April 2026
- Regulatory assets under management went from $119,786,589 to $144,252,021 (+20%).
- February 2026
- Registered or notice-filed in LA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Glover Park Wealth Management, LLC (CRD 309793): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/glover-park-wealth-management-llc-arlington-va-309793