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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Glassman Wealth Services LLC
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|---|---|
| CRD # | 151478 |
| SEC # | 801-70562 |
| CIK # | 0001642160 |
| AUM | $2.2 B (2025-06-25) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 703-534-4444 |
| Address | 8000 Towers Crescent Drive Vienna, VA 22182 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Snap-On Inc | 31.4 | ||
| iShares Bitcoin Trust | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 0.0 |
| (b) Individuals (high net worth individuals) | 276 | 2.1 |
| (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 | 37 | 0.0 |
| (h) Charitable organizations | 5 | 0.1 |
| (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 | 2,839 | 2.2 |
| By Discretionary | ||
| Discretionary | 2,652 | 2.0 |
| Non-Discretionary | 187 | 0.2 |
| Total | 2,839 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2,839 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001642160] |
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