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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Glover Park Wealth Management LLC
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|---|---|
| CRD # | 309793 |
| SEC # | 801-132110 |
| CIK # | |
| AUM | $119.8 M (2025-06-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 202-926-3636 |
| Address | 4201 Wilson Boulevard Arlington, VA 22203 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 25.7 |
| (b) Individuals (high net worth individuals) | 21 | 45.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 48.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 307 | 119.8 |
| By Discretionary | ||
| Discretionary | 279 | 71.3 |
| Non-Discretionary | 28 | 48.5 |
| Total | 307 | 119.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.8 | |
| Total | 307 | 119.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |
|
USA Financial & Tax Services LLC
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CT | 0.1 |
|
Vision Financial Management LLC
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OH | 0.1 |
|
Jackson & Associates Inc
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|
NM | 0.1 |
|
The Musuneggi Financial Group LLC
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|
PA | 0.1 |
|
Vanweelden Wealth Management LLC
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|
OH | 0.1 |
|
Goldfarb Financial Management LLC
✚
|
0.1 | |
|
Fogarty Wealth Management Inc
✚
|
TX | 0.1 |
|
Pariax LLC
✚
|
CA | 0.1 |
|
Seattle Wealth Management LLC
✚
|
WA | 0.1 |