Multi-Family OfficeRIA · CRD 151478SEC-Registered

Updated:

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 logo

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

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

Private EquityReal EstateHedge Funds

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.

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.

Profile maintained by 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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Vienna Multi Family Office profiles