SAN ANTONIO, TXCRD 114097Latest ADV April 23, 2026
Glass Wealth Management Co., LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated April 23, 2026, reports $312M in regulatory assets under management, 6 employees, and 367 accounts.
Assets Under Management
$312M
Employees
6
Offices
--
Total Clients
367
Primary office
SAN ANTONIO, TX
1020 NE LOOP 410, SUITE 802, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
200
2
HNWI
40.6%
149
3
Corporations
4.6%
17
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$312Mas of April 23, 2026
Discretionary100.0%
$312M
100% of total RAUM100.0%
Non-discretionary0.0%
$31K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$312M
Total Accounts367
10Y AUM Change+$206M (+193.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee61:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.