Glassman Wealth Services, LLC

RIASEC RegisteredEst. 2009
Total AUM
$2.6B
Discretionary
$2.4B
94% of AUM
Avg account
$842K
Accounts
3,038
Employees
21
Advisory reps
15

Firm details

Headquarters
Vienna, Virginia
CRD number
151478
Registered since
September 17, 2009
Website
www.glassmanwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI95.03%
  • Charitable Organizations2.47%
  • Pension & Profit Sharing Plans1.3%
  • Individuals1.21%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Glassman Wealth Services, LLC is an independent, owner-operated registered investment adviser formed in 2009 that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its fee model combines percentage-of-AUM and fixed fees. Glassman identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment approach. The firm has received industry recognition, including placement on the Financial Times Top 300 RIA Firms list in 2020 and inclusion on Forbes’ Top RIA Firms lists in 2022 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 6%, US Government Bonds 4%, State & Local Bonds 2%, Private Funds 2%, Cash & Cash Equivalents 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities6%
  • US Government Bonds4%
  • State & Local Bonds2%
  • Private Funds2%

Owners & executives

1 of 1

  • Laura Cheplak

    Chief Operating OfficerCRD 8065286

Contacts

3 of 14
  • Maxwell Elsasser

    Maxwell Elsasser

    Associate Client AdvisorCRD 8187253

  • Barry Glassman

    Barry Glassman

    Founder and PresidentCRD 2256244

  • Travis Russell

    Travis Russell

    Principal and Client AdvisorCRD 5110417

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 280

Active vs passive

$804M in ETFs

Passive

81%

$647M

Active

19%

$157M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$197M286,57924.50%
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Location

Primary office

Vienna, VA

Fairfax

Location

Vienna, VA

Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
8000 Towers Crescent Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth