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Glassman Wealth Services
Barry Glassman established Glassman Wealth Services in 2009 in Vienna, Virginia. The firm operates as a multi-family office serving high-net-worth individuals...
Glassman Wealth Services
Barry Glassman established Glassman Wealth Services in 2009 in Vienna, Virginia. The firm operates as a multi-family office serving high-net-worth individuals and families. Glassman Wealth Services deploys capital across index funds, private equity, hedge funds, real estate, and fund-of-funds vehicles. It also executes buyout transactions and supports philanthropic structures. Allocations remain concentrated in North America. The firm combines these holdings with coordinated financial planning, retirement strategies, tax coordination, and estate services. The firm reports approximately $2.5 billion in assets under management. It maintains additional vehicles including a wine collection dedicated to philanthropy in Washington, D.C. and Northern Virginia. Barry Glassman holds the roles of Founder, President, and Chief Compliance Officer. No operational events from the last 24 months appear in available records. Glassman Wealth Services functions as an independent RIA rather than a captive single-family office. Its ownership structure includes partial stakes held by the four named principals, creating a partnership model that separates it from typical bank-affiliated wealth platforms.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
2500 (Altss estimate)
Location
Region
North America
Country
United States
City
Vienna
Corporate office
Vienna, VA, United States
Principals
Barry Glassman
Founder and President
Travis Russell
Principal and Client Advisor
Lindsay Shetterly
Principal and Client Advisor
Eric Dunner
Principal and Client Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Glassman Wealth Services?
Barry Glassman serves as Founder, President, and Chief Compliance Officer. Travis Russell, Lindsay Shetterly, and Eric Dunner act as principals and client advisors with partial ownership stakes.
Is Glassman Wealth Services structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office and registered investment advisor. The firm serves multiple high-net-worth clients rather than a single family and does not function as a venture firm.
Does Glassman Wealth Services participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to funds of funds and hedge funds while also accessing private equity and real estate through direct and co-investment channels.
What investment stages does Glassman Wealth Services typically target?
The firm targets buyout opportunities alongside allocations to public markets and hedge funds.
Where does the underlying wealth come from?
The firm does not disclose the origin of client wealth. It serves high-net-worth individuals and families meeting a $2 million investable-asset minimum.
Does Glassman Wealth Services maintain philanthropic structures, and how are they separated?
The firm supports philanthropic vehicles including a wine collection for charity. These activities sit alongside but remain distinct from core investment management.
What is Glassman Wealth Services's known posture on co-investments alongside external GPs?
The firm accesses private equity through both fund commitments and direct opportunities, indicating openness to co-investment structures when aligned with client mandates.
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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