Glassman Wealth Management LLC
● SEC registered since 2013CRD 167463SEC# 801-78005
Reg. AUM
$46.5M
Employees
2
Accounts
55
Location
—
Glassman Wealth Management LLC assets under management
Glassman Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2013. It reports $46.5 million in regulatory assets under management and employs 2 people.
Glassman Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Toby Glassman Control | President And Chief Compliance Officer | 50-75% | 2011 |
| Jean Buttz Glassman Control | Vice President | 50-75% | 2011 |
Frequently asked questions
How much does Glassman Wealth Management LLC manage?
Glassman Wealth Management LLC reports $46.5 million in regulatory assets under management on its Form ADV.
How many employees does Glassman Wealth Management LLC have?
Glassman Wealth Management LLC reports 2 employees.
Does Glassman Wealth Management LLC disclose fund performance?
Glassman Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 914-629-3694 |
| Office hours | 8a.m. To 6 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$46.5M▲ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$46.5Mregulatory AUM
Discretionary $46.5M