Glass Wealth Management Co., Llc
- Regulatory AUM
- $312M
- Discretionary
- $312M
- Clients
- 367
- Avg AUM / client
- $850K
- Accounts
- 367
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 200 | $44.3M | 14.2% |
| High net worth individuals | 149 | $226M | 72.6% |
| Charitable organizations | 1 | $2.0M | 0.64% |
| Corporations and other businesses | 17 | $39.2M | 12.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Brent Wilde | President Director/Chief Investment Officer | Jan 1995 (32y) | 50% – 75% | |
| Williams, Eileen, L | Cco/ Operations Manager | Oct 1996 (30y) | Less than 5% | |
| Christopher Smyth Wilde | Senior Vice President, Family Office Services | Dec 2015 (11y) | 10% – 25% | |
| David Dowling Hornberger | Sole Owner/Managing Member | Nov 2018 (8y) | GP / trustee / elected manager of 1810 Ventures Llc (indirect) | |
| Campbell Cobb Seay | Registered representative | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 1810 Ventures Llc | Member | Jan 2023 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $307M (98% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗