Glassman Wealth Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Glassman Wealth Services reports 399 clients. They include 302 high-net-worth individuals, 57 individual clients, and 35 pension and profit-sharing plans. Of its assets, 94.0% ($2.4B across 2,837 accounts) are managed with discretion; $152M across 201 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | 1% |
| High-net-worth individuals | 76% | 95% |
| Pension and profit-sharing plans | 9% | 1% |
| Charitable organizations | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $31M | 1.2% | $544K |
| High-net-worth individuals | 302 | $2.43B | 95.0% | $8.05M |
| Pension and profit-sharing plans | 35 | $33.1M | 1.3% | $947K |
| Charitable organizations | 5 | $63.1M | 2.5% | $12.6M |
| Total | 399 | $2.56B | 100% | $6.41M |
- Clients
- 57
- Regulatory AUM
- $31M
- AUM share
- 1.2%
- Avg. per client
- $544K
- Clients
- 302
- Regulatory AUM
- $2.43B
- AUM share
- 95.0%
- Avg. per client
- $8.05M
- Clients
- 35
- Regulatory AUM
- $33.1M
- AUM share
- 1.3%
- Avg. per client
- $947K
- Clients
- 5
- Regulatory AUM
- $63.1M
- AUM share
- 2.5%
- Avg. per client
- $12.6M
Total
- Clients
- 399
- Regulatory AUM
- $2.56B
- AUM share
- 100%
- Avg. per client
- $6.41M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Glassman Wealth Services charges 0.25%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and has a $20,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee generally between $500 and $10,000.
Barry Glassman owns 75% or more of Glassman Wealth Services. The leadership team of Glassman Wealth Services includes Chief Operating Officer Laura Cheplak and Chief Compliance Officer Barry Glassman. It has 21 employees, 13 of them in advisory roles.
Leadership
- Laura CheplakChief Operating Officer
- Barry GlassmanMember / Chief Compliance Officer
- Eric DunnerMember
- Travis RussellMember
- Lindsay ShetterlyMember
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
- Eric Scott Dunner
- Maxwell Rader Elsasser
- Colin Michael Gerrety
- Barry Scott Glassman
- Donald Allen Gresh III
- Candace Marita Lee
- David DeChiara Levitt
- Matthew Conley McNally
- Patrick Francis McNamara
- Jhonny Antenor Merida Soto
- Travis Jacob Russell
- Lindsay Garland Shetterly
- Dana George Sippel
- Jennifer Stewart
Staff
- 21 employees
- 13 in advisory functions
- 13 state-registered reps
- Owns 75% or more of Glassman Wealth Services, LLC
Barry Glassman
Control person · since September 2009
- Owns 5% to 10% of Glassman Wealth Services, LLC
Travis Russell
since January 2019
- Owns 5% to 10% of Glassman Wealth Services, LLC
Lindsay Shetterly
since January 2019
Glassman Wealth Services’ regulatory assets grew 1.5× from $1.66B (March 2021) to $2.56B (August 2026); clients rose from 302 to 399 and employees from 13 to 21. In 2023, Asset Harvest Group (Retirewise CFP) ($107M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $2.56B | 399 | 21 | 17 |
| June 2025 | $2.19B | 383 | 18 | 14 |
| July 2024 | $2.05B | 368 | 18 | 13 |
| July 2023 | $1.8B | 362 | 18 | 6 |
| April 2022 | $1.94B | 325 | 15 | 2 |
| March 2021 | $1.66B | 302 | 13 | 2 |
Firms that joined
20231 joined
- Asset Harvest Group (Retirewise CFP)Last filed AUM $107M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Glassman Wealth Services has 16 offices (15 private residences, listed without an address), with 2 listed addresses in Maryland and Virginia.
Maryland · 1 listed address
- Pike & Rose, North Bethesda
Virginia · 1 listed address
- 8000 Towers Crescent Drive, Suite 1450, ViennaHQ
Contact and registration details
- Legal name
- Glassman Wealth Services, LLC
- Headquarters
- 8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182
- Website
- glassmanwealth.com
- Phone
- 703-534-4444
- @glassman-wealth-services
- SEC file
- 801-70562
- Structure
- Virginia LLC
- Fiscal year end
- December
Glassman Wealth Services uses Charles Schwab ($2.41B) as custodian for its separately managed accounts. Glassman Wealth Services has custody of $1.12B in client assets for 243 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.41B100%
At year end, Glassman Wealth Services’ separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $835M across 236 positions; the largest are Vanguard Index Fds (23.6%), Schwab Strategic TR (17.2%) and Vanguard Intl Equity Index F (11.7%).
What the accounts hold
- Stocks6%
- Funds87%
- Registered funds85%
- Pooled vehicles2%
- Bonds6%
- U.S. government and agency bonds4%
- State and local bonds2%
- Cash1%
Reported 13F holdings
- $835M
- Reported 13F value
- 236
- Positions
- 89.7%
- In the 10 largest
- +13.5%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs23.6%
- Schwab Strategic TR · Fundamental US L17.2%
- Vanguard Intl Equity Index F · Allwrld EX US11.7%
- Wisdomtree TR · US Qtly Div Grt9.5%
- Dimensional ETF Trust · World EX US Core8.9%
- Dimensional ETF Trust · US Cor Equ 2 ETF8.7%
- Snap ON Inc.4.9%
- iShares TR · Rus 1000 ETF2.1%
- Vanguard Index Fds · Total Stk Mkt2.0%
- State Str SPDR S&P 500 ETF T · TR Unit1.4%
Together, the ten largest are 89.7% of reported value.
How many clients does Glassman Wealth Services have?
Glassman Wealth Services has 399 clients and manages $2.56 billion for them, as of August 2026. They include 302 high-net-worth individuals, 57 individual clients, and 35 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Glassman Wealth Services offer?
Glassman Wealth Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Glassman Wealth Services charge?
Glassman Wealth Services charges 0.25%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and has a $20,000 annual minimum.
Source: GLASSMAN WEALTH SERVICES, LLC DISCLOSURE BROCHURE, filed 22 March 2026
Which custodians does Glassman Wealth Services use?
Glassman Wealth Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.41B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Glassman Wealth Services have?
Glassman Wealth Services has 13 investment adviser representatives registered with state securities authorities, out of 21 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Glassman Wealth Services invest in?
At the end of its last fiscal year, Glassman Wealth Services’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 4% U.S. government and agency bonds, 2% state and local bonds, 2% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Glassman Wealth Services?
Glassman Wealth Services’ direct owners are Barry Glassman (75% or more), Travis Russell (5% to 10%) and Lindsay Shetterly (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Glassman Wealth Services get paid?
Glassman Wealth Services is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Glassman Wealth Services?
Glassman Wealth Services’ main office is at 8000 Towers Crescent Drive, Suite 1450, Vienna, VA 22182. Its phone number is 703-534-4444. Its website is glassmanwealth.com.