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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- UnisonMomentum
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
About Glassman Wealth Management LLC
Glassman Wealth is a boutique, full fiduciary wealth and asset management firm providing discretionary investment management plus holistic planning (retirement, tax/estate and insurance coordination) and lifestyle support. Portfolios span low-cost index funds through select private equity. The team keeps a low client-to-advisor load to stay proactive, backed by its G-Wisdom insights and thought-leader events.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAY TOBY GLASSMAN
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- --
- Ownership
- 50% but less than 75%
JEAN BUTTZ GLASSMAN
VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,485,000 | $845,182 |
| Non-Discretionary | $0 | -- |
| Total | $46,485,000 | $845,182 |
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Separately Managed Accounts
Total SMA Asset: $46,485,000
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $644,803,852 | 10.8% |
| Equity - Exchange | $937,353,748 | 15.7% |
| Municipal Bonds | $1,647,832,066 | 27.6% |
| Cash | $603,011,010 | 10.1% |
| Other | $2,137,405,360 | 35.8% |
| Total | $5,970,406,036 | 100.0% |