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GLASS WEALTH MANAGEMENT CO., LLC
CRD 114097 · SEC 801-112949
1020 NE LOOP 410, SUITE 802, SAN ANTONIO, TX, 78209-1544, United States
Phone
210-930-5141
Fax
210-930-5142
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$311.9M
Discretionary AUM
$311.9M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $44.3M |
| High net worth individuals | 149 | $226.4M |
| Charitable organizations | 1 | $2.0M |
| Corporations/business entities | 17 | $39.2M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD