RIA Intelligence

GLASSMAN WEALTH SERVICES, LLC

CRD #151478 SEC #801-70562 VIENNA, VA 703-534-4444
SEC Registered
Total AUM
$2.2B
Discretionary
$2B
Employees
18
Clients
251
Accounts
2,839

AUM Over Time

DateDec 2025
Total AUM$2.2B
Discretionary$2B
Non-Disc.$150.9M
Employees18
Clients5
DateOct 2025
Total AUM$2.2B
Discretionary$2B
Non-Disc.$150.9M
Employees18
Clients5
DateJun 2025
Total AUM$2.2B
Discretionary$2B
Non-Disc.$150.9M
Employees18
Clients5
DateMay 2025
Total AUM$2.2B
Discretionary$2B
Non-Disc.$150.9M
Employees18
Clients5
DateMar 2025
Total AUM$2.2B
Discretionary$2B
Non-Disc.$150.9M
Employees18
Clients5
DateMar 2025
Total AUM$2.2B
Discretionary$2B
Non-Disc.$150.9M
Employees18
Clients5
DateNov 2024
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$137.6M
Employees18
Clients1
DateNov 2024
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$137.6M
Employees18
Clients1
DateNov 2024
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$137.6M
Employees18
Clients1
DateAug 2024
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$137.6M
Employees18
Clients1
DateAug 2024
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$137.6M
Employees18
Clients1
DateJul 2024
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$137.6M
Employees18
Clients1
DateMar 2024
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$137.6M
Employees18
Clients1
DateNov 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$107.8M
Employees18
Clients2
DateJul 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$107.8M
Employees18
Clients2
DateJul 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$107.8M
Employees18
Clients2
DateMay 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$283.7M
Employees18
Clients2
DateMay 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$283.7M
Employees18
Clients2
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$56.2M
Employees18
Clients2
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$56.2M
Employees18
Clients2
DateDec 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients1
DateAug 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients1
DateApr 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients1
DateApr 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients1
DateApr 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients1
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients1
DateNov 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees13
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateJul 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateJul 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateNov 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateApr 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients4
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients4
DateJul 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients4
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients4
DateMay 2017
Total AUM$993.5M
Discretionary$893.2M
Non-Disc.$100.3M
Employees11
Clients200
DateMar 2017
Total AUM$953.1M
Discretionary$953.1M
Non-Disc.$0
Employees11
Clients200
DateDec 2016
Total AUM$790.1M
Discretionary$790.1M
Non-Disc.$0
Employees11
Clients200
DateSep 2016
Total AUM$790.1M
Discretionary$790.1M
Non-Disc.$0
Employees11
Clients200
DateMar 2016
Total AUM$790.1M
Discretionary$790.1M
Non-Disc.$0
Employees11
Clients200
DateDec 2015
Total AUM$818.3M
Discretionary$818.3M
Non-Disc.$0
Employees9
Clients300
DateNov 2015
Total AUM$818.3M
Discretionary$818.3M
Non-Disc.$0
Employees9
Clients300
DateAug 2015
Total AUM$818.3M
Discretionary$818.3M
Non-Disc.$0
Employees9
Clients300
DateJun 2015
Total AUM$818.3M
Discretionary$818.3M
Non-Disc.$0
Employees9
Clients300
DateMar 2015
Total AUM$818.3M
Discretionary$818.3M
Non-Disc.$0
Employees9
Clients300
DateOct 2014
Total AUM$735.6M
Discretionary$735.6M
Non-Disc.$0
Employees8
Clients200
DateMar 2014
Total AUM$735.6M
Discretionary$735.6M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$635.5M
Discretionary$635.5M
Non-Disc.$0
Employees6
Clients200
DateJan 2013
Total AUM$504.8M
Discretionary$504.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$504.8M
Discretionary$504.8M
Non-Disc.$0
Employees1
Clients200
DateDec 2011
Total AUM$407.1M
Discretionary$407.1M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$407.1M
Discretionary$407.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$309.8M
Discretionary$309.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$313.5M
Discretionary$313.5M
Non-Disc.$0
Employees5
Clients--