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| Glassman Wealth Management LLC
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|---|---|
| CRD # | 167463 |
| SEC # | 801-78005 |
| CIK # | |
| AUM | 46.5 M (2026-01-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 914-629-3694 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/3/2026) [Brochure] |
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Item 5. Fees and Compensation GWM solely charges Clients on an hourly basis. The amount of the hourly rate is negotiable. We bill Clients quarterly in arrears, on 30-day terms, after a quarter in which work has been completed. Clients whose assets are held at Charles Schwab and Co., Inc., have their fees billed out of their accounts on a quarterly basis, well after the clients have had time to carefully review their bills. Clients pay no other fees, commissions or other charges to GWM. Clients are charged brokerage commissions by the various brokers with whom we transact business. Section 12 below discusses our brokerage arrangements. Bank custodians will charge Client Accounts for custodian services. Clients who invest in exchange traded funds (“ETFs”) are charged fees by the ETF in which they invest. Clients do not pay any fees in advance for services rendered. GWM does not receive any compensation for the sale of securities or other investment products, including asset-based charges or service fees from the sale of mutual funds. |
| Account Minimums and Types of Clients — Form ADV Part 2A (1/3/2026) [Brochure] |
|---|
Item 7. Types of Clients GWM’s Clients are individuals (including IRAs), families, and corporations. GWM does not have a minimum account size. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 6.6 |
| (b) Individuals (high net worth individuals) | 13 | 39.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 55 | 46.5 |
| By Discretionary | ||
| Discretionary | 55 | 46.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 55 | 46.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 46.5 | |
| Total | 55 | 46.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Retail |
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|---|---|---|
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