GLASSMAN WEALTH SERVICES, LLC

CRD 151478File 801-70562

APPROVED

Retail clients

Custody

Filing as of Aug 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.56B

Top 25% of cohort (national)

Discretionary AUM

$2.40B

Non-discretionary $152.4M

Clients

399

3,038 accounts

Employees

Top 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Sep 17, 2009
Principal office: 8000 TOWERS CRESCENT DRIVE, SUITE 1450, VIENNA, VA, 22182
Phone: 703-534-4444
Website: https://x.com/David_Levitt

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.56B
Discretionary AUM: $2.40B
Non-discretionary AUM: $152.4M
Discretionary accounts: 2,837
Non-discretionary accounts: 201
Total accounts: 3,038
AUM per client: $6.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	5	$63.1M
High net worth individuals	302	$2.43B
Pension and profit sharing plans	35	$33.1M
Individuals (other than high net worth individuals)	57	$31.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

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.