Glassman Wealth Services, Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.4B
- Clients
- 399
- Avg AUM / client
- $6.4M
- Accounts
- 3,038
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $31.0M | 1.21% |
| High net worth individuals | 302 | $2.4B | 95.0% |
| Pension and profit sharing plans | 35 | $33.1M | 1.3% |
| Charitable organizations | 5 | $63.1M | 2.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Haynes And Boone Retirement Savings Plan Haynes And Boone, Llp | 2024 | |
| Netjets Aviation, Inc. 401(k) Retirement Plan Netjets Aviation, Inc. | 2024 | |
| Williams & Connolly Llp Savings Plan And Trust Williams & Connolly Llp | 2024 | |
| Radiology Imaging Associates P.C. Profit Sharing Plan Radiology Imaging Associates P.C. | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry Scott Glassman | Member / Chief Compliance Officer | CFP | Sep 2009 (17y) | 75% or more |
| Travis Jacob Russell | Member | CFP | Sep 2011 (15y) | 5% – 10% |
| Lindsay Garland Shetterly | Member | Aug 2014 (12y) | 5% – 10% | |
| Eric Scott Dunner | Member | CFP | Apr 2015 (11y) | Less than 5% |
| Colin Michael Gerrety | Registered representative | CFP | Apr 2015 (11y) | |
| Dana George Sippel | Registered representative | CFP Personal Financial Specialist | Apr 2017 (9y) | |
| Candace Marita Lee | Registered representative | CFP | Jun 2017 (9y) | |
| David De Chiara Levitt | Registered representative | CFP | Jul 2018 (8y) | |
| Donald Allen Gresh | Registered representative | CFP | Jun 2022 (4y) | |
| Patrick Francis Mc Namara | Registered representative | CFP | Feb 2024 (2y) | |
| Jennifer Stewart | Registered representative | CFP | Jan 2025 (2y) | |
| Jhonny Antenor Merida Soto | Registered representative | CFP | Jan 2025 (2y) | |
| Maxwell Rader Elsasser | Registered representative | CFP | Nov 2025 (1y) | |
| Matthew Conley Mc Nally | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 15% 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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Haynes And Boone Retirement Savings Plan | Haynes And Boone, Llp | 1,097 | $360M | 01/01/2024 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation, Inc. | 4,042 | $2.5B | 01/01/2024 |
| Williams & Connolly Llp Savings Plan And Trust | Williams & Connolly Llp | 651 | $162M | 01/01/2024 |
| Radiology Imaging Associates P.C. Profit Sharing Plan | Radiology Imaging Associates P.C. | 499 | $150M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 928 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.4B (94% 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 21, 2026.
View current Form ADV (SEC/IAPD) ↗