GLASS WEALTH MANAGEMENT CO., LLC

1020 Ne Loop 410
Suite 802
San Antonio, Texas 78209-1544
Tel: 210-930-5141

About GLASS WEALTH MANAGEMENT CO., LLC

GLASS WEALTH MANAGEMENT CO, LLC, formally registered with the SEC as GLASS WEALTH MANAGEMENT CO, LLC. The firm was established in 04/26/2018. They have over 1 offices throughout the country.

GLASS WEALTH MANAGEMENT CO., LLC is a San Antonio, Texas based Financial Planning firm with nearly $191,595,708 assets under management, offering retirement planning & investment advisory services to 291 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114097
SEC#	801-112949
Assets Managed by Firm	$191,595,708
No. of Clients	291
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	291	$191,595,708
Individuals (other than high net worth individuals)	219	$49,269,993
High net worth individuals	47	$126,306,784
Pension and profit sharing plans	10	$2,495,301
Corporations or other businesses	7	$3,925,013

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