# Glassman Wealth Services

Glassman Wealth Services is a Multi Family Office based in Vienna, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Vienna, United States
- **Region:** North America
- **Address:** Vienna, VA, United States
- **Founded:** 2009
- **Assets under management:** 2500 (Altss estimate)
- **Website:** glassmanwealth.com
- **LinkedIn:** https://www.linkedin.com/company/glassman-wealth-services

## Regulatory record

- **CRD number:** 151478
- **SEC file number:** 801-70562
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151478

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds

## People

- Barry Glassman — Founder and President
- Travis Russell — Principal and Client Advisor
- Lindsay Shetterly — Principal and Client Advisor
- Eric Dunner — Principal and Client Advisor

## 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.

## Related profiles

- [New Republic Partners](https://altss.com/profile/new-republic-partners)
- [Atlan Family Office](https://altss.com/profile/atlan-family-office)

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Last updated: 2026-07-06T00:33:56.406Z

Canonical page: https://altss.com/profile/glassman-wealth-services-llc-gws

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