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GLASSMAN WEALTH MANAGEMENT LLC

· CRD 167463 · IAPD ↗ · 914-629-3694

$46.5MRegulatory AUM
1Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2024 — GLASSMAN WEALTH MANAGEMENT LLC reported RAUM down 26% ($55.2M -> $40.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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