STOEVER GLASS WEALTH MANAGEMENT, INC.
CRD #173091 SEC #801-107810 NEW YORK, NY 212-952-1910
SEC Registered
Total AUM
$247.9M
Discretionary
$93.1M
Employees
8
Clients
1
Accounts
799
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $247.9M | $93.1M | $154.8M | 8 | 0 |
| Nov 2024 | $247.9M | $93.1M | $154.8M | 8 | 0 |
| Aug 2024 | $247.9M | $93.1M | $154.8M | 8 | 0 |
| Aug 2023 | $243M | $74.6M | $168.3M | 11 | 0 |
| Apr 2023 | $204.2M | $61.9M | $142.4M | 11 | 0 |
| Oct 2022 | $204.2M | $61.9M | $142.4M | 11 | 0 |
| Sep 2022 | $217M | $78M | $139.1M | 12 | 0 |
| Aug 2022 | $217M | $78M | $139.1M | 12 | 0 |
| Jul 2022 | $233.3M | $86.8M | $146.5M | 13 | 0 |
| Jan 2022 | $233.3M | $86.8M | $146.5M | 13 | 0 |
| Jun 2021 | $233.3M | $86.8M | $146.5M | 12 | 0 |
| Aug 2020 | $201.2M | $45.8M | $155.4M | 16 | 0 |
| Jun 2020 | $116.2M | $6.7M | $109.4M | 13 | 0 |
| Mar 2020 | $116.2M | $6.7M | $109.4M | 13 | 0 |
| Mar 2020 | $116.2M | $6.7M | $109.4M | 13 | 0 |
| Jan 2020 | $116.2M | $6.7M | $109.4M | 13 | 0 |
| Dec 2019 | $116.2M | $6.7M | $109.4M | 13 | 0 |
| Nov 2019 | $116.2M | $6.7M | $109.4M | 13 | 0 |
| Aug 2019 | $86M | $6.5M | $79.5M | 13 | 0 |
| Aug 2019 | $72.3M | $6.7M | $65.6M | 11 | 0 |
| Jun 2019 | $72.3M | $6.7M | $65.6M | 11 | 0 |
| Apr 2019 | $72.3M | $6.7M | $65.6M | 11 | 0 |
| Mar 2019 | $72.3M | $6.7M | $65.6M | 11 | 0 |
| Feb 2019 | $72.3M | $6.7M | $65.6M | 11 | 0 |
| Jan 2019 | $72.3M | $6.7M | $65.6M | 11 | 0 |
| Jan 2019 | $72.3M | $6.7M | $65.6M | 11 | 0 |
| Jan 2019 | $72.3M | $6.7M | $65.6M | 11 | 0 |
| Sep 2018 | $60.5M | $6.8M | $53.6M | 9 | 0 |
| Aug 2018 | $54.9M | $7M | $47.9M | 9 | 0 |
| Mar 2018 | $52.8M | $7M | $45.8M | 10 | 0 |
| Aug 2017 | $42.2M | $6.8M | $35.4M | 10 | 26 |
| Sep 2016 | $25.4M | $4.5M | $21M | 7 | 26 |
| Aug 2016 | $13M | $2.2M | $10.8M | 6 | 1 |
| Jun 2016 | $26.4M | $612.3K | $25.8M | 6 | 0 |
| May 2016 | $26.4M | $612.3K | $25.8M | 6 | 0 |
| May 2016 | $26.4M | $612.3K | $25.8M | 6 | 0 |
DateNov 2024
Total AUM$247.9M
Discretionary$93.1M
Non-Disc.$154.8M
Employees8
Clients0
DateNov 2024
Total AUM$247.9M
Discretionary$93.1M
Non-Disc.$154.8M
Employees8
Clients0
DateAug 2024
Total AUM$247.9M
Discretionary$93.1M
Non-Disc.$154.8M
Employees8
Clients0
DateAug 2023
Total AUM$243M
Discretionary$74.6M
Non-Disc.$168.3M
Employees11
Clients0
DateApr 2023
Total AUM$204.2M
Discretionary$61.9M
Non-Disc.$142.4M
Employees11
Clients0
DateOct 2022
Total AUM$204.2M
Discretionary$61.9M
Non-Disc.$142.4M
Employees11
Clients0
DateSep 2022
Total AUM$217M
Discretionary$78M
Non-Disc.$139.1M
Employees12
Clients0
DateAug 2022
Total AUM$217M
Discretionary$78M
Non-Disc.$139.1M
Employees12
Clients0
DateJul 2022
Total AUM$233.3M
Discretionary$86.8M
Non-Disc.$146.5M
Employees13
Clients0
DateJan 2022
Total AUM$233.3M
Discretionary$86.8M
Non-Disc.$146.5M
Employees13
Clients0
DateJun 2021
Total AUM$233.3M
Discretionary$86.8M
Non-Disc.$146.5M
Employees12
Clients0
DateAug 2020
Total AUM$201.2M
Discretionary$45.8M
Non-Disc.$155.4M
Employees16
Clients0
DateJun 2020
Total AUM$116.2M
Discretionary$6.7M
Non-Disc.$109.4M
Employees13
Clients0
DateMar 2020
Total AUM$116.2M
Discretionary$6.7M
Non-Disc.$109.4M
Employees13
Clients0
DateMar 2020
Total AUM$116.2M
Discretionary$6.7M
Non-Disc.$109.4M
Employees13
Clients0
DateJan 2020
Total AUM$116.2M
Discretionary$6.7M
Non-Disc.$109.4M
Employees13
Clients0
DateDec 2019
Total AUM$116.2M
Discretionary$6.7M
Non-Disc.$109.4M
Employees13
Clients0
DateNov 2019
Total AUM$116.2M
Discretionary$6.7M
Non-Disc.$109.4M
Employees13
Clients0
DateAug 2019
Total AUM$86M
Discretionary$6.5M
Non-Disc.$79.5M
Employees13
Clients0
DateAug 2019
Total AUM$72.3M
Discretionary$6.7M
Non-Disc.$65.6M
Employees11
Clients0
DateJun 2019
Total AUM$72.3M
Discretionary$6.7M
Non-Disc.$65.6M
Employees11
Clients0
DateApr 2019
Total AUM$72.3M
Discretionary$6.7M
Non-Disc.$65.6M
Employees11
Clients0
DateMar 2019
Total AUM$72.3M
Discretionary$6.7M
Non-Disc.$65.6M
Employees11
Clients0
DateFeb 2019
Total AUM$72.3M
Discretionary$6.7M
Non-Disc.$65.6M
Employees11
Clients0
DateJan 2019
Total AUM$72.3M
Discretionary$6.7M
Non-Disc.$65.6M
Employees11
Clients0
DateJan 2019
Total AUM$72.3M
Discretionary$6.7M
Non-Disc.$65.6M
Employees11
Clients0
DateJan 2019
Total AUM$72.3M
Discretionary$6.7M
Non-Disc.$65.6M
Employees11
Clients0
DateSep 2018
Total AUM$60.5M
Discretionary$6.8M
Non-Disc.$53.6M
Employees9
Clients0
DateAug 2018
Total AUM$54.9M
Discretionary$7M
Non-Disc.$47.9M
Employees9
Clients0
DateMar 2018
Total AUM$52.8M
Discretionary$7M
Non-Disc.$45.8M
Employees10
Clients0
DateAug 2017
Total AUM$42.2M
Discretionary$6.8M
Non-Disc.$35.4M
Employees10
Clients26
DateSep 2016
Total AUM$25.4M
Discretionary$4.5M
Non-Disc.$21M
Employees7
Clients26
DateAug 2016
Total AUM$13M
Discretionary$2.2M
Non-Disc.$10.8M
Employees6
Clients1
DateJun 2016
Total AUM$26.4M
Discretionary$612.3K
Non-Disc.$25.8M
Employees6
Clients0
DateMay 2016
Total AUM$26.4M
Discretionary$612.3K
Non-Disc.$25.8M
Employees6
Clients0
DateMay 2016
Total AUM$26.4M
Discretionary$612.3K
Non-Disc.$25.8M
Employees6
Clients0