$2.6B Total AUM
$2.4B Disc. AUM
8.6% 3Y CAGR
21 Employees
404 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- LegacyOptima
- Established Date
- 09-17-2009
- Office Locations
- 1
Office Locations
8000 Towers Crescent Drive Suite 1450 Vienna VA
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.
Team overview
40 AVG AGE
$196.7M AVG AUM / ADVISOR
$6.3M AVG AUM / CLIENT
7.6 yrs AVG TENURE
21 Employees
13 Advisory Reps
13 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Foundation bridge Oak Element timber Radial unison Crest crest
Client Personas
Atlas Matrix Optima element
Custodian
Matrix crest Vital Ridge legacy Ember fusion Wave harbor Crest
Investment Themes
Delta Delta ridge Focus Fusion momentum Timber meridian Glacier
Investment Vehicles
Glacier legacy Radial
Platform
Eagle Pioneer radial Delta harbor Atlas
Services
Optima meridian Capital capital Unison Wave insight Oak Pathway focus Vital Peak prime Summit element Zenith
Technology
Prime Timber legacy
Owner & Executives
BARRY SCOTT GLASSMAN
Advisor, Chief Compliance Officer
- CRD
- #2256244
- Ownership
- 75% or more
(840) 387-1739
momentum.delta@crestcapital.com
in linkedin.com/in/signal-unison
TRAVIS JACOB RUSSELL
Client Advisor
- CRD
- #5110417
- Ownership
- 5% but less than 10%
(632) 336-4595
summit.insight@alphacapital.com
in linkedin.com/in/beacon-catalyst
M
Meridian prime
Zenith momentum
- CRD
- #87652
- Ownership
- 29.7%
(891) 598-7615
timber.north@optimacapital.com
in linkedin.com/in/vector-legacy
Showing 2 of 5 owners & executives
Unlock allContacts
M
Maxwell Rader Elsasser
--
- CRD
- #8187253
(870) 960-9343
catalyst.frontier@vectorcapital.com
in linkedin.com/in/frontier-unison
COLIN MICHAEL GERRETY
Client Advisor
- CRD
- #6231172
(699) 818-1310
eagle.timber@wavecapital.com
in linkedin.com/in/insight-zenith
F
Foundation value
Fusion value atlas
- CRD
- #65565
(986) 565-8809
wave.timber@alphacapital.com
in linkedin.com/in/legacy-legacy
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $2,556,853,431
Public Funds:
20.5% Equity - Exchange:
13.0% U.S. Government/Agency:
12.5% Municipal Bonds:
24.5% Private Funds:
6.9% Cash:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,772,943,459 | 20.5% |
| Equity - Exchange | $1,124,305,608 | 13.0% |
| U.S. Government/Agency | $1,081,063,085 | 12.5% |
| Municipal Bonds | $2,118,883,647 | 24.5% |
| Private Funds | $596,746,823 | 6.9% |
| Cash | $1,954,562,058 | 22.6% |
| Total | $8,648,504,680 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY WAVE UNISON | VALUE VERTEX | O7BFM7OER | YCADS | 9.65% | $49,737,026 |
| SIGNAL MERIDIAN BRIDGE | FRONTIER HORIZON | K7YUJAFV6 | TWLJK | 4.04% | $110,284,212 |
| FUSION BEACON | VITAL TIMBER | Z27CY2622 | PAA | 3.71% | $90,842,144 |
| RIDGE FRONTIER EMBER | FUSION VITAL | IP88E6V1H | CVEQ | 11.96% | $72,900,573 |
| VECTOR RIDGE OAK | EMBER VECTOR | P22N07TM0 | RKCOP | 8.63% | $85,963,001 |
| FRONTIER BEACON | RIDGE NORTH | 4VYQQ65Z3 | TIJ | 4.18% | $87,172,122 |
| BRIDGE FRONTIER | MERIDIAN FUSION | LUG356QYR | YPF | 2.00% | $15,442,114 |
| CATALYST VERTEX | MERIDIAN WAVE | UYCRQP5YJ | VUGJ | 10.92% | $97,852,380 |