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- Custodian
- Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-1996
- Office Locations
- 1
Office Locations
About Glass Wealth Management Co., LLC
Glass Wealth Management Co., LLC (San Antonio, TX) is an independently owned investment firm founded in 1988 serving high-net-worth individuals and families, often across generations. The six-person team builds diversified, long-term portfolios focused on knowing what’s owned and why—favoring direct investments and limiting financial products. Uses independent custodians (e.g., Fidelity/NFS, Vanguard); trades with client-approved authority only and does not take possession of client assets.
Reported data analysis
What the numbers show
Between April 30, 2025 and April 23, 2026, reported AUM increased 24.0%, from $251.6M to $311.9M.
Across 5 reported observations, AUM increased 77.9% between March 29, 2022 and April 23, 2026, from $175.3M to $311.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 367 clients, or 91.8 clients per representative. That equates to $849.9K in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on April 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CHRISTOPHER SMYTH WILDE
Chief Financial Officer, President, Vice President
- CRD
- #5844082
- Ownership
- 50% but less than 75%
DAVID DOWLING HORNBERGER
Chief Executive Officer, Chief Investment Officer, Vice President
- CRD
- #6199735
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Campbell Cobb Seay
Investment Analyst
- CRD
- #7971594
STEPHEN BRENT WILDE
President
- CRD
- #466833
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,888,246 | $852,154 |
| Non-Discretionary | $31,253 | $31,253 |
| Total | $311,919,499 | $849,917 |
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Separately Managed Accounts
SMA allocation detail is available
Glass Wealth Management Co., LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Glass Wealth Management Co., LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.