GLASSMAN WEALTH MANAGEMENT LLC

GLASSMAN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 167463). Regulatory assets under management: $46.5M.

Registration

• CRD: 167463
• SEC file number: 801-78005
• Type: Registered investment adviser
• Phone: 914-629-3694
• Latest filing: 2026-01-03
• Regulatory AUM: $46.5M
• Discretionary AUM: $46.5M
• Clients: 2
• Accounts: 55

Business model

Compensation: Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search