Glassman Wealth Services, LLC

Overview

Glassman Wealth Services, LLC is an SEC registered investment adviser based in Vienna, VA, registered since 2009. It reports $2.6B in assets under management across 3,038 accounts, with 21 employees. It has 14 investment adviser representatives.

Reported AUM

$2.6B

Discretionary

94%

Accounts

3,038

Average account

$842K

Employees

21

Advisory reps

14

Registered since

2009

Jurisdictions

17

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Barry Scott Glassman Member, Chief Compliance Officer CRD 2256244
• Laura Barnett Cheplak Chief Operating Officer CRD 8065286
• Eric Scott Dunner Member CRD 5658103

2 more executive officers, with direct contact details

Advisory reps 3 of 14

• Eric Scott Dunner Investment Adviser Rep CRD 5658103
• Maxwell Rader Elsasser Investment Adviser Rep CRD 8187253
• Colin Michael Gerrety Investment Adviser Rep CRD 6231172

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8000 Towers Crescent Dr Ste 1450
Vienna, VA 22182

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 17 jurisdictions

Every state, with registration dates

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