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 registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owner-operated and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. The firm also conducts insurance brokerage. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Glover Park does not identify as an active ESG investor and is not indicated as a multi-state adviser.