GLASS WEALTH MANAGEMENT CO., LLC
CRD #114097 SEC #801-112949 SAN ANTONIO, TX 210-930-5141
SEC Registered
Total AUM
$251.6M
Discretionary
$235.5M
Employees
6
Clients
0
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $251.6M | $235.5M | $16.1M | 6 | 0 |
| Mar 2025 | $251.6M | $235.5M | $16.1M | 6 | 0 |
| Sep 2024 | $191.6M | $177.3M | $14.3M | 4 | 0 |
| Jul 2024 | $191.6M | $177.3M | $14.3M | 3 | 0 |
| Mar 2024 | $191.6M | $177.3M | $14.3M | 3 | 0 |
| Mar 2023 | $165.4M | $151.8M | $13.6M | 3 | 0 |
| Mar 2022 | $175.3M | $160.4M | $14.9M | 3 | 0 |
| Jun 2021 | $125.1M | $114M | $11.2M | 3 | 0 |
| Feb 2021 | $125.1M | $114M | $11.2M | 3 | 0 |
| Feb 2021 | $125.1M | $114M | $11.2M | 3 | 0 |
| Feb 2021 | $114.7M | $102.5M | $12.3M | 3 | 0 |
| Jun 2020 | $114.7M | $102.5M | $12.3M | 4 | 0 |
| Mar 2020 | $114.7M | $102.5M | $12.3M | 4 | 0 |
| Apr 2019 | $99.8M | $89.2M | $10.6M | 4 | 0 |
| Mar 2019 | $99.8M | $89.2M | $10.6M | 4 | 0 |
| Nov 2018 | $106.2M | $90.8M | $15.4M | 3 | 0 |
| Nov 2018 | $106.2M | $90.8M | $15.4M | 3 | 0 |
| Mar 2018 | $106.2M | $90.8M | $15.4M | 2 | 0 |
| May 2012 | $72M | $62.8M | $9.2M | 1 | 26 |
| May 2012 | $72M | $62.8M | $9.2M | 1 | 26 |
| Mar 2012 | $72M | $62.8M | $9.2M | 1 | 26 |
| Mar 2011 | $57.5M | $49M | $8.5M | 5 | -- |
| Mar 2008 | $61.8M | $52.6M | $9.2M | 5 | -- |
| Mar 2007 | $70.6M | $62.2M | $8.4M | 5 | -- |
| Mar 2006 | $77.6M | $69.5M | $8M | 5 | -- |
| Sep 2005 | $81.2M | $8.5M | $72.8M | 5 | -- |
| Mar 2004 | $81.6M | $74.3M | $7.4M | 5 | -- |
| Mar 2002 | $105.4M | $8.9M | $96.4M | 5 | -- |
| Jul 2001 | $121.6M | $111.7M | $9.8M | 5 | -- |
DateApr 2025
Total AUM$251.6M
Discretionary$235.5M
Non-Disc.$16.1M
Employees6
Clients0
DateMar 2025
Total AUM$251.6M
Discretionary$235.5M
Non-Disc.$16.1M
Employees6
Clients0
DateSep 2024
Total AUM$191.6M
Discretionary$177.3M
Non-Disc.$14.3M
Employees4
Clients0
DateJul 2024
Total AUM$191.6M
Discretionary$177.3M
Non-Disc.$14.3M
Employees3
Clients0
DateMar 2024
Total AUM$191.6M
Discretionary$177.3M
Non-Disc.$14.3M
Employees3
Clients0
DateMar 2023
Total AUM$165.4M
Discretionary$151.8M
Non-Disc.$13.6M
Employees3
Clients0
DateMar 2022
Total AUM$175.3M
Discretionary$160.4M
Non-Disc.$14.9M
Employees3
Clients0
DateJun 2021
Total AUM$125.1M
Discretionary$114M
Non-Disc.$11.2M
Employees3
Clients0
DateFeb 2021
Total AUM$125.1M
Discretionary$114M
Non-Disc.$11.2M
Employees3
Clients0
DateFeb 2021
Total AUM$125.1M
Discretionary$114M
Non-Disc.$11.2M
Employees3
Clients0
DateFeb 2021
Total AUM$114.7M
Discretionary$102.5M
Non-Disc.$12.3M
Employees3
Clients0
DateJun 2020
Total AUM$114.7M
Discretionary$102.5M
Non-Disc.$12.3M
Employees4
Clients0
DateMar 2020
Total AUM$114.7M
Discretionary$102.5M
Non-Disc.$12.3M
Employees4
Clients0
DateApr 2019
Total AUM$99.8M
Discretionary$89.2M
Non-Disc.$10.6M
Employees4
Clients0
DateMar 2019
Total AUM$99.8M
Discretionary$89.2M
Non-Disc.$10.6M
Employees4
Clients0
DateNov 2018
Total AUM$106.2M
Discretionary$90.8M
Non-Disc.$15.4M
Employees3
Clients0
DateNov 2018
Total AUM$106.2M
Discretionary$90.8M
Non-Disc.$15.4M
Employees3
Clients0
DateMar 2018
Total AUM$106.2M
Discretionary$90.8M
Non-Disc.$15.4M
Employees2
Clients0
DateMay 2012
Total AUM$72M
Discretionary$62.8M
Non-Disc.$9.2M
Employees1
Clients26
DateMay 2012
Total AUM$72M
Discretionary$62.8M
Non-Disc.$9.2M
Employees1
Clients26
DateMar 2012
Total AUM$72M
Discretionary$62.8M
Non-Disc.$9.2M
Employees1
Clients26
DateMar 2011
Total AUM$57.5M
Discretionary$49M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2008
Total AUM$61.8M
Discretionary$52.6M
Non-Disc.$9.2M
Employees5
Clients--
DateMar 2007
Total AUM$70.6M
Discretionary$62.2M
Non-Disc.$8.4M
Employees5
Clients--
DateMar 2006
Total AUM$77.6M
Discretionary$69.5M
Non-Disc.$8M
Employees5
Clients--
DateSep 2005
Total AUM$81.2M
Discretionary$8.5M
Non-Disc.$72.8M
Employees5
Clients--
DateMar 2004
Total AUM$81.6M
Discretionary$74.3M
Non-Disc.$7.4M
Employees5
Clients--
DateMar 2002
Total AUM$105.4M
Discretionary$8.9M
Non-Disc.$96.4M
Employees5
Clients--
DateJul 2001
Total AUM$121.6M
Discretionary$111.7M
Non-Disc.$9.8M
Employees5
Clients--