GLASS WEALTH MANAGEMENT CO., LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 114097). Regulatory assets under management: $311.9M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Stephen Brent Wilde | PRESIDENT - DIRECTOR/CHIEF INVESTMENT OFFICER | — |
| Christopher Smyth Wilde | PRESIDENT, CFO, HEAD OF FAMILY OFFICE SERVICES; SENIOR VICE PRESIDENT, FAMILY OFFICE SERVICES | — |
| Eileen L Williams | CCO/ OPERATIONS MANAGER | — |
| David Dowling Hornberger | CEO, CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT, PORTFOLIO MANAGEMENT; SOLE OWNER/MANAGING MEMBER | — |
| GLASS EDWARD M | CHAIRMAN OF THE BOARD | — |
| WILDE STEPHEN BRENT | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT - DIRECTOR/CHIEF INVESTMENT OFFICER | — |
| LABATT FREDERICK BRAMLETTE | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| LABATT FREDERICK | EXECUTIVE VICE PRESIDENT | — |
| WILLIAMS CARL L | CCO/ OPERATIONS MANAGER; OPERATIONS MANAGER | — |
| RICHARDSON BRUCE COLEMAN | EXECUTIVE VICE PRESIDENT, CCO | — |
| WILDE CHRISTOPHER SMYTH | SENIOR VICE PRESIDENT, FAMILY OFFICE SERVICES; SENIOR VICE PRESIDENT, FINANCE | — |
| KELLY DIANA LYNNE | CCO | — |
| HORNBERGER DAVID DOWLING | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/PORTFOLIO MANAGEMENT; SOLE OWNER/MANAGING MEMBER | — |
| Hoffstadt David Charles | RESEARCH ANALYST | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-09-19 | regulatory | MR. WILDE PREVIOUSLY HELD A CERTIFIED PUBLIC ACCOUNTANT ("CPA") LICENSE IN THE STATE OF TEXAS. AS OF SEPTEMBER 19,2024, THIS LICENSE WAS TEMPORARILY SUSPENDED DUE TO HIS FAILURE TO COMPLETE THE REQUIRED ANNUAL AMOUNT OF CONTINUING PROFESSIONAL EDUCATION ("CPE") HOURS. MR. WILDE IS WORKING TO UPDATE… | Final | — |