Glassman Wealth Management LLC

Overview

Glassman Wealth Management LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2013 and operates as a limited liability company. The firm focuses on financial planning and portfolio management for individual and family clients, as well as small business portfolio work. Its billing model is hourly rather than asset-based or performance-fee driven. Glassman is not organized as a capital allocator and does not market itself as an ESG investor or pension consultant. The adviser appears to run a compact, hands-on practice: the entire asset base reported is discretionary, indicating the firm typically manages client portfolios directly rather than offering purely advisory or consultative services.

Assets & Accounts

Investments & Alternatives