RIA Intelligence

GLENN WEALTH MANAGEMENT SERVICES, LLC

CRD #172082 SEC #801-119762 DALLAS, TX 972-831-8867
SEC Registered
Total AUM
$170.9M
Discretionary
$170.9M
Employees
1
Clients
26
Accounts
628

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 22, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GLENN, ROBERT, BRIANIMANAGING MEMBER/CCOE Control
GLENN, ROBERT, BRIANIMANAGING MEMBER/CCOE Control
DAVIS, KEVIN, ELIJAHIMANAGING MEMBERC Control
DAVIS, KEVIN, ELIJAHIMANAGING MEMBERC Control
DAVIS, KEVIN, ELIJAHIMANAGING MEMBERC Control
DAVIS, KEVIN, ELIJAHIMANAGING MEMBERC Control
GLENN, ROBERT, BRIANIMANAGING MEMBERC Control
GLENN, ROBERT, BRIANIMANAGING MEMBERC Control
GLENN, ROBERT, BRIANIMANAGING MEMBERC Control
GLENN, ROBERT, BRIANIMANAGING MEMBERC Control
GLOVER, HENRIICHIEF COMPLIANCE OFFICER & MANAGING MEMBERC Control
GLOVER, HENRIICHIEF COMPLIANCE OFFICER & MANAGING MEMBERC Control
GLOVER, HENRIICHIEF COMPLIANCE OFFICER & MANAGING MEMBERC Control
GLOVER, HENRIICHIEF COMPLIANCE OFFICER & MANAGING MEMBERC Control

Registrations

Federal

IA
Mar 22, 2022 REGISTERED

Notice Filings (5)

FL LA MO NC TX

Address

14180 DALLAS PARKWAY
SUITE 500
DALLAS, TX 75254
United States
Phone: 972-831-8867