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Glover Park Wealth Management, LLC

Glover Park Wealth Management, LLC. CRD 309793

Glover Park Wealth Management, LLC logo

CRD: 309793

Glover Park Wealth Management, LLC

Arlington, VA, 22203
2029263636
www.gloverparkwealth.com
$144.3M Total AUM
$139.3M Disc. AUM
-- 3Y CAGR
2 Employees
190 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
ADP · Charles Schwab & Company · UBS
Clients
Retail and Institutional
Platforms
Oak vital
Established Date
08-13-2020
Office Locations
1

Office Locations

4201 Wilson Boulevard 3RD Floor, Suite 27 Arlington VA

About Glover Park Wealth Management, LLC

Glover Park Wealth Management is an SEC-registered RIA in Arlington, VA providing holistic wealth management for individuals and families—portfolio management, cash management, and coordinated tax and estate planning—alongside fiduciary retirement plan consulting (401(k), 403(b), 457) for employers. Investment work emphasizes tax-aware implementation, direct indexing, and solutions for concentrated stock positions, including SMA and tax-advantaged long/short strategies. Also operates as an employee benefits broker and licensed insurance agency (life/health, P&C, long-term care), serving clients nationwide; the firm has earned ADP Retirement Advisor Elite Gold status.

Team overview

35 AVG AGE
$144.3M AVG AUM / ADVISOR
$759.2K AVG AUM / CLIENT
5.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Delta frontier Element momentum Beacon Crest Zenith capital Optima timber Capital Meridian vertex

Client Personas

Element matrix Matrix momentum Prime momentum

Custodian

Delta Glacier harbor Glacier glacier Vector Element Bridge vector Vector fusion Signal zenith Eagle capital Radial Capital oak Vital Timber alpha Eagle Timber glacier Crest Momentum frontier Glacier bridge Matrix Alpha insight Frontier Momentum peak Prime Ridge foundation Harbor Pioneer Harbor pathway Peak Meridian Beacon horizon Meridian peak Vector

Fund Managers

Momentum

Investment Themes

Quantum Glacier Matrix focus Bridge Eagle beacon

Investment Vehicles

Insight Horizon ember North pioneer

Services

Capital Bridge optima Ridge Ridge pathway Glacier Beacon frontier Catalyst foundation Meridian Focus ridge Foundation wave

Technology

Frontier

Owner & Executives

MICHAEL T JOBE

MICHAEL T JOBE

Chief Compliance Officer, PRINCIPAL, Vice President

CRD
#5179276
Ownership
75% or more
(201) 591-9623
ridge.catalyst@zenithcapital.com
in linkedin.com/in/vital-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-10-2025
06-09-2026
Category Assets AVG. Account size
Discretionary $139,252,021 $416,922
Non-Discretionary $5,000,000 $5,000,000
Total $144,252,021 $430,603

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Separately Managed Accounts

Total SMA Asset: $144,252,021

$144.3M Total SMA
Public Funds:
18.4%
Equity - Exchange:
24.5%
Cash:
12.0%
U.S. Government/Agency:
31.8%
Private Funds:
13.3%
Asset class Assets Assets %
Public Funds $409,643,167 18.4%
Equity - Exchange $545,448,783 24.5%
Cash $267,158,587 12.0%
U.S. Government/Agency $707,970,257 31.8%
Private Funds $296,100,768 13.3%
Total $2,226,321,562 100.0%

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