This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$46.5MItem 5.F on the latest filing (2026-01-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$46.5M

Private client RAUM

$46.5MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

55

Individual clients

12

High net worth clients

13

SEC number

801-78005

CRD

167463

Filings on the tape

21

First filed

Apr 23, 2013

Latest filed

Jan 3, 2026

Organised

Limited Liability Company, NY

• Occurred

  Apr 23, 2013
  First Form ADV filing

  Glassman Wealth Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b93b9dc3-1bed-d683-a000-a12c2bf7b262

First observed

Apr 23, 2013

Last observed

Jan 3, 2026 8 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.