Glass Lake Wealth Management

Overview

Glass Lake Wealth Management is an independent registered investment adviser operating as a limited liability company that serves individuals and families, with some relationships tied to small-business owners. The firm charges a percentage-of-AUM fee schedule and also uses performance-based fee arrangements for certain client relationships or strategies. Its advisory services center on financial planning and discretionary portfolio management, with a clear allocation preference toward equities: exchange-traded securities represent the dominant portion of client assets. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Investment activity concentrates on liquid, exchange-traded instruments for core exposure while supplementing portfolios with third-party alternative real estate allocations and mutual funds where appropriate. The business model is owner-led and operates from a single office, without a multi-state adviser footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices