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GLASSMAN WEALTH SERVICES, LLC
CRD 151478 · SEC 801-70562
8000 TOWERS CRESCENT DRIVE, SUITE 1450, VIENNA, VA, 22182, United States
Phone
703-534-4444
Fax
703-485-0561
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.56B
Discretionary AUM
$2.40B
Team
21 total employees; 13 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $31.0M |
| High net worth individuals | 302 | $2.43B |
| Pension/profit sharing plans | 35 | $33.1M |
| Charitable organizations | 5 | $63.1M |
States served
VT, CA, DC, IL, MD, MA, NJ, NY, NC, PA, UT, VA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/GLASSMANWEALTH/
- https://x.com/Barryglassman
- https://x.com/TravisRussell33
- https://x.com/tr3yg12
- https://www.linkedin.com/in/jhonnyams/
- https://x.com/TRussellAdvisor
- https://www.linkedin.com/in/lindsay-shetterly-cima%C2%AE-ces%E2%84%A2-8290097
- HTTPS://WWW.INSTAGRAM.COM/GLASSMANWEALTH/?HL=EN
- https://www.linkedin.com/in/laura-barnett-cheplak-3b14102/
- https://www.linkedin.com/in/travis-russell-cfp-®-a0380025/
- https://x.com/David_Levitt
- https://www.linkedin.com/in/david-levitt-cfp%C2%AE-75b68a59/
- https://www.linkedin.com/company/glassman-wealth-services/
- https://www.youtube.com/@glassmanwealthservices271
- https://www.linkedin.com/in/colin-gerrety/
- https://www.linkedin.com/in/treygresh/
- https://www.linkedin.com/in/zach-rampold-aa5b8111/
- https://x.com/DanaSippel
- https://www.facebook.com/barry.glassman/
- https://www.linkedin.com/in/maxwellelsasser/
- https://www.linkedin.com/in/danasippel/
- https://www.linkedin.com/in/eric-dunner/
- HTTP://WWW.GLASSMANWEALTH.COM/
- https://x.com/EricDunner
- https://x.com/_gerrety_
- https://www.linkedin.com/in/candaceleecfp/
- https://www.linkedin.com/in/jenny-stewart-cfp%C2%AE-9779345a/
Official SEC filing: View on IAPD