Glover Park Wealth Management, LLC

RIASEC Registered

Total AUM

$144M

Discretionary

$139M

97% of AUM

Avg account

$431K

Accounts

335

Employees

Advisory reps

Firm details

Headquarters: Arlington, Virginia
CRD number: 309793
Registered since: March 6, 2025
Website: www.gloverparkwealth.com
Custodians: CHARLES SCHWAB & CO., INC., ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans42.76%
HNWI40.55%
Individuals16.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Glover Park Wealth Management, LLC is an independent registered investment adviser that combines portfolio management and financial planning for individuals, families and institutions. The firm functions as a capital allocator that supplements public investments with allocations to third‑party alternative managers. Its advisory scope includes retirement plan consulting and selecting other advisers, and it also operates as an insurance broker. Fee arrangements include asset‑based fees along with hourly and fixed‑fee engagements. The firm is not positioned as an ESG-focused manager and does not report multi‑state advisory registration. The ownership structure is individual ownership and the firm is SEC‑registered as of 2025.