Glassman Wealth Services, LLC (GWS)
Glassman Wealth Services, LLC operates as a boutique, fee-only fiduciary wealth and asset management firm.
Glassman Wealth Services, LLC (GWS)
Glassman Wealth Services, LLC operates as a boutique, fee-only fiduciary wealth and asset management firm. It delivers investment management across a spectrum from low-cost index funds to private equity, alongside holistic financial planning, retirement strategies, tax and estate coordination, and lifestyle planning. The firm serves high-net-worth individuals and families with at least $2 million in investable assets, employing a 'Just One Client' approach and maintaining low client-to-advisor ratios.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
—
Location
Region
North America
Country
—
City
Vienna
Corporate office
—
Frequently asked questions
What is Glassman Wealth Services, LLC (GWS)?
Glassman Wealth Services, LLC (GWS) is a multi family office headquartered in Vienna.
When was Glassman Wealth Services, LLC (GWS) founded?
Glassman Wealth Services, LLC (GWS) was founded in 2009.
Where is Glassman Wealth Services, LLC (GWS) headquartered?
Glassman Wealth Services, LLC (GWS) is headquartered in Vienna, in the North America region.
What does Altss track for Glassman Wealth Services, LLC (GWS)?
Altss maintains an OSINT-verified profile of Glassman Wealth Services, LLC (GWS) covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Glassman Wealth Services, LLC (GWS)'s website?
Glassman Wealth Services, LLC (GWS)'s public website is www.glassmanwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Glassman Wealth Services, LLC (GWS)?
Glassman Wealth Services, LLC (GWS) is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Glassman Wealth Services, LLC (GWS)?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Glassman Wealth Services, LLC (GWS)?
Glassman Wealth Services, LLC (GWS)'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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