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STOEVER GLASS WEALTH MANAGEMENT, INC.

NEW YORK, NY · CRD 173091 · IAPD ↗ · 212-952-1910

$247.9MRegulatory AUM
7Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
30States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — STOEVER GLASS WEALTH MANAGEMENT, INC. (NEW YORK, NY) left the SEC roster (was $247.9M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
September 2024 — STOEVER GLASS WEALTH MANAGEMENT, INC. changed its website from stoeverglass.com to stoeverwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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