GLASS WEALTH MANAGEMENT CO., LLC
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 114097
- Registered since
- April 26, 2018
- Website
- www.gwm-sa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.57%
- Individuals14.22%
- Corporations / Businesses12.57%
- Charitable Organizations0.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glass Wealth Management Co, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is identified as a capital allocator that serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses as well as for business and institutional clients. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- State & Local Bonds13%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1Eileen Williams
Chief Operating and Compliance OfficerCRD 7078232
Contacts
3 of 4Campbell Seay
Investment AnalystCRD 7971594
DAVID HORNBERGER
Senior Vice President, Portfolio ManagementCRD 6199735
CHRISTOPHER WILDE
Senior Vice PresidentCRD 5844082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$988K in ETFs
100%
$988K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $355K | 594 | 35.95% |
Location
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 1020 NE Loop 410
- Time zone
- CT (UTC-6)
- Office locations
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