{"url":"https://nivawealth.com/firms/glover-park-wealth-management-309793","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/309793","regulatoryAum":144252021,"crd":"309793","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8245334","suffix":null,"lastName":"FUNKHOUSER","firstName":"TRAVIS","middleName":"WAYNE"},{"crd":"5179276","suffix":null,"lastName":"JOBE","firstName":"MICHAEL","middleName":"T"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-10","regulatoryAum":119786589,"clients":141,"employees":1,"offices":1},{"filedOn":"2026-09-23","regulatoryAum":144252021,"clients":190,"employees":3,"offices":2}],"secFileNumber":"801-132110","legalName":"Glover Park Wealth Management, LLC","displayName":"Glover Park Wealth Management","slug":"glover-park-wealth-management-309793","website":"https://gloverparkwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/309793/7bc9f6d7c2643fa9-r1.webp","tone":"light","width":536,"height":200,"sourceUrl":"https://www.gloverparkwealth.com/","sourceLabel":"Glover Park Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/glover-park-wealth-management/","xUrl":"https://x.com/GloverParkW","founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4201 Wilson Boulevard, 3rd Floor, Suite 27","city":"Arlington","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22203"},"tradeNames":[],"registration":{"secApproved":"6 March 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":509724.4197530864,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":1},"aum":{"regulatory":144252021,"discretionary":139252021,"discretionaryAccounts":334,"nonDiscretionary":5000000,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":126,"regulatoryAum":24086773},{"label":"High-net-worth individuals","clients":36,"regulatoryAum":58488583},{"label":"Pension and profit-sharing plans","clients":28,"regulatoryAum":61676665}],"feePrograms":[{"role":"other","program":"Financial Planning Services","summary":"Financial planning is billed at $300 an hour, or as a fixed engagement fee typically $2,500 to $5,000; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058793","versionId":1058793,"submittedOn":"2026-09-23","documentName":"GLOVER PARK FORM ADV PART 2A"},{"role":"other","program":"Retirement Plan Advisory Services","summary":"Retirement plan advisory services carry an annual asset-based fee of up to 1.25%, negotiable by plan size and complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058793","versionId":1058793,"submittedOn":"2026-09-23","documentName":"GLOVER PARK FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:39:53.736766+00:00","documents":[{"name":"GLOVER PARK FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058793","versionId":1058793,"submittedOn":"2026-09-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":82575356},{"name":"Adp Broker-Dealer, Inc.","shortName":"Adp Broker-Dealer","location":"Roseland, NJ","smaAssets":55233424}],"custodyNote":"Glover Park Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Michael Jobe","title":"Principal and Chief Compliance Officer","crd":"5179276"}],"ownership":[{"label":"Michael Jobe","detail":"Principal and chief compliance officer in the 75% or more ownership band and a control person, since June 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"4201 Wilson Boulevard, 3rd Floor, Suite 27","city":"Arlington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"202-926-3636","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":25},{"label":"U.S. government/agency bonds","percent":12},{"label":"Securities issued by registered investment companies or business development companies","percent":44},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":4},{"label":"Cash and cash equivalents","percent":15}],"privateFunds":0},"sources":{"adv1FilingDate":"23 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/309793/PDF/309793.pdf","brochureDate":"23 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058793","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Glover Park Wealth Management have?","answer":"Glover Park Wealth Management has 190 clients and manages $144 million for them, as of September 2026. They include 126 individual clients, 36 high-net-worth individuals, and 28 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Glover Park Wealth Management offer?","answer":"Glover Park Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Glover Park Wealth Management use?","answer":"Glover Park Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $82.6M and Adp Broker-Dealer, Inc. (Roseland, NJ), with $55.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Glover Park Wealth Management have?","answer":"Glover Park Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Glover Park Wealth Management invest in?","answer":"At the end of its last fiscal year, Glover Park Wealth Management’s separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 15% cash and equivalents, 12% U.S. government and agency bonds and 4% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Glover Park Wealth Management?","answer":"Glover Park Wealth Management’s direct owner is Michael Jobe (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Glover Park Wealth Management get paid?","answer":"Glover Park Wealth Management is paid through a percentage of assets under management, hourly charges 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Glover Park Wealth Management?","answer":"Glover Park Wealth Management’s main office is at 4201 Wilson Boulevard, 3rd Floor, Suite 27, Arlington, VA 22203. Its phone number is 202-926-3636. Its website is gloverparkwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}