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Glassman Wealth Services, LLC

● SEC registered since 2009CRD 151478SEC# 801-70562Vienna, VA
Export (members)
Reg. AUM
$2.56B
Employees
21
Accounts
3,038
Location
Vienna, VA

Glassman Wealth Services, LLC assets under management

Glassman Wealth Services, LLC operates as an SEC-registered investment adviser based in Vienna, VA. The firm has been registered since 2009. It reports $2.6 billion in regulatory assets under management and employs 21 people.
www.facebook.com/glassmanwealthView on SEC.gov ↗

Glassman Wealth Services, LLC owners & executives

5 reported
NameTitleOwnershipSince
Barry Scott Glassman ControlMember / Chief Compliance OfficerOver 75%2009
Eric Scott DunnerMemberUnder 5%2024
Laura Barnett CheplakChief Operating OfficerUnder 5%2021
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Frequently asked questions

How much does Glassman Wealth Services, LLC manage?

Glassman Wealth Services, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Glassman Wealth Services, LLC have?

Glassman Wealth Services, LLC reports 21 employees.

Where is Glassman Wealth Services, LLC located?

Glassman Wealth Services, LLC is based in Vienna, VA and has been SEC-registered since 2009.

Does Glassman Wealth Services, LLC disclose fund performance?

Glassman Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
Phone703-534-4444
Fax703-485-0561
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1642160
Discloses disciplinary historyNo

Regulatory AUM

$2.56B▲ 17%
Mar '25 — $2.19BApr '25 — $2.19BMay '25 — $2.19BJun '25 — $2.19BJul '25 — $2.19BAug '25 — $2.19BSep '25 — $2.19BOct '25 — $2.19BNov '25 — $2.19BDec '25 — $2.19BJan '26 — $2.19BFeb '26 — $2.19BMar '26 — $2.56BApr '26 — $2.56BMay '26 — $2.56BJun '26 — $2.56B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers

Assets under management

$2.56Bregulatory AUM
Discretionary $2.4BNon-discretionary $152.4M