Glover Park Wealth Management, LLC

RIASEC Registered

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 registered with the SEC in 2025. The firm works with both individual and family clients as well as institutional accounts, offering a mix of financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and manager selection. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm also operates as an insurance broker and identifies itself as a capital allocator, sourcing and allocating to third-party investment managers rather than relying solely on in-house proprietary products. The firm does not present itself as an active ESG investor.