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GLASS WEALTH MANAGEMENT CO., LLC
CRD 114097File 801-112949
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$311.9M
Below cohort median (national)
Discretionary AUM
$311.9M
Non-discretionary $31K
Clients
367
367 accounts
Employees
6
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 26, 2018
- Principal office
- 1020 NE LOOP 410, SUITE 802, SAN ANTONIO, TX, 78209-1544
- Phone
- 210-930-5141
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $311.9M
- Discretionary AUM
- $311.9M
- Non-discretionary AUM
- $31K
- Discretionary accounts
- 366
- Non-discretionary accounts
- 1
- Total accounts
- 367
- AUM per client
- $850K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $39.2M |
| Charitable organizations | Fewer than 5 | $2.0M |
| High net worth individuals | 149 | $226.4M |
| Individuals (other than high net worth individuals) | 200 | $44.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11F
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.