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GLASS WEALTH MANAGEMENT CO., LLC

SAN ANTONIO, TX · CRD 114097 · IAPD ↗ · 210-930-5141

$311.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
May 2026 — GLASS WEALTH MANAGEMENT CO., LLC now reports custody of client assets ($60.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
March 2026 — GLASS WEALTH MANAGEMENT CO., LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
64
April 2025 — GLASS WEALTH MANAGEMENT CO., LLC reported RAUM up 31% ($191.6M -> $251.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.