Glassman Wealth Management Llc
- Regulatory AUM
- $46.5M
- Discretionary
- $46.5M
- Clients
- 25
- Avg AUM / client
- $1.9M
- Accounts
- 55
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $6.6M | 14.3% |
| High net worth individuals | 13 | $39.9M | 85.7% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glassman, Jay, Toby | President And Chief Compliance Officer | Nov 2011 (15y) | 50% – 75% | |
| Glassman, Jean, Buttz | Vice President | Nov 2011 (15y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/03/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $44.4M (96% of AUM) Jan 2026
- Merrill Lynch $17.1M (31% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 03, 2026.
View current Form ADV (SEC/IAPD) ↗