| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Scott Glassman Control | Member / Chief Compliance Officer | Over 75% | 2009 |
| Eric Scott Dunner | Member | Under 5% | 2024 |
| Laura Barnett Cheplak | Chief Operating Officer | Under 5% | 2021 |
Glassman Wealth Services, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
Glassman Wealth Services, LLC reports 18 employees.
Glassman Wealth Services, LLC is based in Vienna, VA and has been SEC-registered since 2009.
Glassman Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182 |
| Phone | 703-534-4444 |
| Fax | 703-485-0561 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1642160 |
| Discloses disciplinary history | No |
| Discretionary | $2.04B |
| Non-discretionary | $150.9M |
| Total (RAUM) | $2.19B |