# 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.

- CRD: 309793
- Filed as: GLOVER PARK WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309793
- AdvisorCensus page: https://advisorcensus.com/firm/glover-park-wealth-management-llc-arlington-va-309793

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated June 9, 2026)

- Hourly rate: $300 an hour (Financial planning services)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ADP Broker-Dealer, Inc.
- 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: $144,252,021
- Discretionary: $139,252,021
- Non-discretionary: $5,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $24,086,773 |
| High net worth individuals | 36 | $58,488,583 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $61,676,665 |

### 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, LA, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gloverparkwealth.com
- Facebook @GloverParkWealth
- Instagram @GloverParkWealth
- LinkedIn @glover-park-wealth-management
- LinkedIn @michaeljobe
- X @GloverParkW
- X @michaeljobe

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $119,786,589 | 1 | June 10, 2025 |
| October 2026 | $144,252,021 | 3 | September 23, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Glover Park Wealth Management, LLC (CRD 309793): Form ADV filing data as of October 2026.