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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2020
- Office Locations
- 1
Office Locations
About Glass Lake Wealth Management
Glass Lake Wealth Management is a fee-only boutique RIA serving the Lake Norman, NC and Chicagoland areas (and clients nationwide), providing discretionary investment management and comprehensive financial planning. Portfolios follow a long-term, concentrated, sector-agnostic approach using individual US/international equities, individual bonds, and select ETFs. Founder Jim Krapfel, CFA, CFP brings 15+ years as an equity analyst/PM, and clients work directly with the advisor. Custodied at Schwab.
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Owner & Executives
JAMES KNUTE KRAPFEL
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4656146
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,445,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,445,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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