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Glassman Wealth Services
Glassman Wealth Services: Jonathan Glassman's fee-only RIA managing ~$500M–$1B for DC-area families since 2007.
Glassman Wealth Services
GLASSMAN WEALTH SERVICES, LLC is an SEC-registered investment adviser in VIENNA, VA, registered since 2009. The firm manages $2.6 billion in assets, with $2.4 billion on a discretionary basis. It has 21 employees and 13 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
$500M - $1B (Altss estimate)
Location
Region
North America
Country
United States
City
Vienna
Corporate office
Vienna, VA, United States
Principals
Jonathan Glassman
Founder and Managing Principal
Sector focus
Frequently asked questions
Who owns Glassman Wealth Services?
Jonathan Glassman is the founder and managing principal. The firm is privately held; there is no public record of external ownership (per public record).
Is Glassman Wealth Services a fiduciary?
Yes, the firm operates as a fee-only RIA, meaning it has a fiduciary duty to clients under the Investment Advisers Act of 1940. It does not earn commissions from product sales (per public record).
What services does Glassman Wealth provide beyond investment management?
The firm offers comprehensive financial planning, retirement planning, tax strategy, estate planning coordination, and cash flow management. It positions itself as a holistic wealth management provider (per the firm's public communications).
Does Glassman Wealth Services directly invest in private companies?
There is no public evidence that the firm makes direct private equity or venture capital investments. Its investment approach typically involves public market securities and outsourced alternative investments suitable for high-net-worth clients (per public record).
What is the minimum account size at Glassman Wealth Services?
The firm does not publicly disclose a minimum asset threshold. Many RIAs in its segment serve clients with $1M+ in investable assets, though this is unconfirmed (Altss estimate).
Where is the Glassman Wealth office located?
The firm's registered address is in Vienna, Virginia, a suburb of Washington, D.C. It does not publicly list additional offices (per public record).
Does Glassman Wealth Services have a philanthropic arm?
There is no public record of a separate foundation linked to the firm. The principal, Jonathan Glassman, may be involved in community giving, but no formal structure is disclosed (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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