Wealth Manager
    SEC Registered
    Manages Private Funds

    Glassman Wealth Services, LLC

    Registered investment advisor · Vienna, Virginia · CRD #151478

    Assets Under Management
    $2.6B
    Client Accounts
    3,038
    Employees
    21
    CRD Number
    151478
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Glassman Wealth Services, LLC

    Glassman Wealth Services, LLC is an investment advisory firm founded in 2009, offering financial planning and investment management services with offices in Virginia and Maryland. The firm has 11-50 employees and focuses on fiduciary services without product sales or quotas.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Glassman Wealth Services, LLC

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    Frequently Asked Questions

    What is Glassman Wealth Services, LLC's AUM?

    Glassman Wealth Services, LLC reports approximately $2.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Glassman Wealth Services, LLC headquartered?

    Glassman Wealth Services, LLC is headquartered in Vienna, Virginia.

    What is Glassman Wealth Services, LLC's CRD number?

    Glassman Wealth Services, LLC's CRD number is 151478. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Glassman Wealth Services, LLC manage?

    Glassman Wealth Services, LLC manages approximately 3,038 client accounts according to its latest SEC filing.

    Is Glassman Wealth Services, LLC SEC registered?

    Yes, Glassman Wealth Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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