Glover Park Wealth Management, LLC

RIASEC RegisteredEst. 2025

Total AUM

$144M

Discretionary

$139M

97% of AUM

Avg account

$431K

Accounts

335

Employees

Advisory reps

Firm details

Headquarters: Arlington, Virginia
CRD number: 309793
Registered since: March 6, 2025
Website: www.gloverparkwealth.com
Custodians: CHARLES SCHWAB & CO., INC., ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans42.76%
HNWI40.55%
Individuals16.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Glover Park Wealth Management, LLC is an independent, owner-operated RIA that registers with the SEC as of 2025 and also operates an insurance brokerage. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator that engages third‑party managers. Its advisory menu covers financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and pension consulting services. Compensation structures include percentage-of-AUM fees plus the ability to charge hourly or fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.