Glass Wealth Management Co., LLC
● SEC registered since 2018CRD 114097SEC# 801-112949San Antonio, TX
Reg. AUM
$311.9M
Employees
6
Accounts
367
Location
San Antonio, TX
Glass Wealth Management Co., LLC assets under management
Glass Wealth Management Co., LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2018. It reports $311.9 million in regulatory assets under management and employs 6 people.
Glass Wealth Management Co., LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1810 Ventures LLC Control | Member | 50-75% | 2023 |
| Christopher Smyth Wilde Control | President, Cfo, Head Of Family Office Services | 50-75% | 2026 |
| David Dowling Hornberger Control | Ceo, Chief Investment Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Glass Wealth Management Co., LLC manage?
Glass Wealth Management Co., LLC reports $311.9 million in regulatory assets under management on its Form ADV.
How many employees does Glass Wealth Management Co., LLC have?
Glass Wealth Management Co., LLC reports 6 employees.
Where is Glass Wealth Management Co., LLC located?
Glass Wealth Management Co., LLC is based in San Antonio, TX and has been SEC-registered since 2018.
Does Glass Wealth Management Co., LLC disclose fund performance?
Glass Wealth Management Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1020 NE Loop 410, Suite 802, San Antonio, TX 78209-1544 |
| Phone | 210-930-5141 |
| Fax | 210-930-5142 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$311.9M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$311.9Mregulatory AUM
Discretionary $311.9MNon-discretionary $31K