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GLASSMAN WEALTH SERVICES, LLC

VIENNA, VA · CRD 151478 · IAPD ↗ · 703-534-4444

$2.56BRegulatory AUM
13Advisory reps
21Employees
5Clients
251-500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — GLASSMAN WEALTH SERVICES, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2026 — GLASSMAN WEALTH SERVICES, LLC added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
January 2026 — GLASSMAN WEALTH SERVICES, LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2025 — GLASSMAN WEALTH SERVICES, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — GLASSMAN WEALTH SERVICES, LLC added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
June 2025 — GLASSMAN WEALTH SERVICES, LLC notice-filed in CT, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — GLASSMAN WEALTH SERVICES, LLC added office(s): 11 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2024 — GLASSMAN WEALTH SERVICES, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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