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Glass Wealth Management Co., LLC

● SEC registered since 2018CRD 114097SEC# 801-112949San Antonio, TX
Export (members)
Reg. AUM
$251.6M
Employees
6
Accounts
340
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 $251.6 million in regulatory assets under management and employs 6 people.

Glass Wealth Management Co., LLC owners & executives

6 reported
NameTitleOwnershipSince
1810 Ventures LLC ControlMember10-25%2023
Christopher Smyth Wilde ControlSenior Vice President, Family Office Services10-25%2015
David Dowling Hornberger ControlSenior Vice President, Portfolio ManagementUnder 5%2018
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Frequently asked questions

How much does Glass Wealth Management Co., LLC manage?

Glass Wealth Management Co., LLC reports $251.6 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

Address1020 NE Loop 410, Suite 802, San Antonio, TX 78209-1544
Phone210-930-5141
Fax210-930-5142
Office hours8:00 a.m. - 4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$235.5M
Non-discretionary$16.1M
Total (RAUM)$251.6M