Glass Wealth Management Co, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 114097
- Registered since
- April 26, 2018
- Website
- www.gwm-sa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.57%
- Individuals14.22%
- Corporations / Businesses12.57%
- Charitable Organizations0.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glass Wealth Management Co, LLC is an independent, fee-based registered investment adviser that has been registered with the SEC since 2018. Structured as a limited liability company with a mix of domestic-entity and individual ownership, the firm provides portfolio management for individual and family clients as well as for businesses and institutions. It identifies as a capital allocator and charges advisory fees as a percentage of assets under management. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- State & Local Bonds13%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$1.6M in ETFs
100%
$1.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $450K | 609 | 27.66% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 1020 Ne Loop 410
- Time zone
- CT (UTC-6)
- Office locations
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