Firm profile

GLOVER PARK WEALTH MANAGEMENT, LLC

ARLINGTON, VACRD 309793Latest ADV March 6, 2026

Glover Park Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington, VA. Its latest Form ADV filing, dated March 6, 2026, reports $144M in regulatory assets under management, 2 employees, and 335 accounts.

Assets Under Management
$144M
Employees
2
Offices
--
Total Clients
190
Primary office
ARLINGTON, VA
4201 WILSON BOULEVARD, 3RD FLOOR, SUITE 27, ARLINGTON, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael T. Jobe

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 66.3% of total clients.
Top client categories% of clientsClients
1
Individuals
66.3%
126
2
HNWI
18.9%
36
3
Pension Plans
14.7%
28

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$144Mas of March 6, 2026
Discretionary96.5%
$139M
97% of total RAUM96.5%
Non-discretionary3.5%
$5M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$144M
Total Accounts335
10Y AUM Change+$24M (+20.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee95:1
10Y Employee Change+1 (+100.0%)

* 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.