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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-17-2009
- Office Locations
- 1
Office Locations
About Glassman Wealth Services, LLC
Glassman Wealth Services is a boutique fiduciary wealth and asset management firm providing investment management and holistic planning across retirement, tax/estate and insurance coordination, plus lifestyle support. Portfolios span low-cost index funds, ETFs and select private equity. The firm keeps advisor capacity intentionally limited to stay proactive and collaborative with clients’ other professionals; custodied primarily at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between December 18, 2025 and August 11, 2026, reported AUM increased 16.5%, from $2.2B to $2.6B.
Across 5 reported observations, AUM increased 31.6% between December 16, 2022 and August 11, 2026, from $1.9B to $2.6B.
Of the latest reported AUM, 94.0% is discretionary and 6.0% is non-discretionary.
The firm reports 13 advisory representatives and 404 clients, or 31.1 clients per representative. That equates to $6.3M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on August 11, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Glassman Wealth Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BARRY SCOTT GLASSMAN
Advisor, Chief Compliance Officer
- CRD
- #2256244
- Ownership
- 75% or more
TRAVIS JACOB RUSSELL
Client Advisor
- CRD
- #5110417
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Maxwell Rader Elsasser
Associate Client Advisor
- CRD
- #8187253
COLIN MICHAEL GERRETY
Client Advisor
- CRD
- #6231172
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,404,472,894 | $847,541 |
| Non-Discretionary | $152,380,537 | $758,112 |
| Total | $2,556,853,431 | $841,624 |
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Separately Managed Accounts
SMA allocation detail is available
Glassman Wealth Services, 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
Glassman Wealth Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.