Glassman Wealth Services, LLC
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 151478
- Registered since
- September 17, 2009
- Website
- www.glassmanwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.03%
- Charitable Organizations2.47%
- Pension & Profit Sharing Plans1.3%
- Individuals1.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Glassman Wealth Services, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2009. The firm provides financial planning and portfolio management for individuals, families and small businesses, and it also performs pension consulting and selection-of-other-advisers work. Glassman acts as a capital allocator, deploying capital to outside managers and alternative strategies in addition to managing public-market portfolios. Fee arrangements include both percentage‑of‑AUM and fixed‑fee engagements. The firm identifies as an active ESG investor and has been recognized on industry lists including the Financial Times Top 300 RIA Firms (2020) and Forbes Top RIA Firms (2022 and 2024).
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities6%
- US Government Bonds4%
- State & Local Bonds2%
- Private Funds2%
Owners & executives
1 of 1Laura Cheplak
Chief Operating OfficerCRD 8065286
Contacts
3 of 14
Eric Dunner
Principal and Client AdvisorCRD 5658103
Travis Russell
Principal and Client AdvisorCRD 5110417
Colin Gerrety
Client AdvisorCRD 6231172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 280Active vs passive
$804M in ETFs
81%
$647M
19%
$157M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $197M | 286,579 | 24.50% |
Location
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8000 Towers Crescent Dr
- Time zone
- ET (UTC-5)
- Office locations
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