DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Glass Wealth Management Co., LLC
Latest filing Apr 23, 2026
First filing on the tape Mar 27, 2012 · 23 filings
SEC status approved since Apr 26, 2018
RAUM
$312M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
87%
$271M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$78.0M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$312M as of Apr 23, 2026
Mar 27, 2012$72.0M then
HNW client RAUM$226M as of Apr 23, 2026
Mar 13, 2019$67.4M then
State-registered IARs (5.B.3)4 as of Apr 23, 2026
Mar 27, 20120 then
Employees (5.A)6 as of Apr 23, 2026
Mar 13, 20194 then
Private funds: no history
RAUM +24% over the last fiscal year+24% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Apr 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $78.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 87derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $849,917derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $60.8M, 27 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$226M73%
- Individuals$44.3M14%
- Corporations and businesses$39.2M13%
- Charitable organizations$2.0M0.6%
- Individual clients
- 200reported
- HNW clients
- 149reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 367reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $60.8M for 27 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.87 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Stephen Brent Wilde | San Antonio, Tx | Mar 20, 2003 | 46 y | 1 |
| Christopher Smyth Wilde | San Antonio, Tx | Dec 9, 2015 | 15 y | 0 |
| David Dowling Hornberger | San Antonio, Tx | Nov 8, 2018 | 13 y | 0 |
| Campbell Cobb Seay | San Antonio, Tx | Sep 30, 2024 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Frederick Bramlette Labatt to South Texas Money Management, Ltd.Jun 22, 2007 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Smyth Christopher Wilde · Senior Vice President, Family Office Servicescontrolsince 12/2015 · owns 10% to 25%
- Brent Stephen Wilde · President - Director/Chief Investment Officercontrolsince 01/1995 · owns 50% to 75%
- Dowling David Hornberger · Sole Owner/Managing Membercontrolsince 01/2023 · owns F of 1810 Ventures LLC
- L Eileen Williams · Cco/ Operations Managersince 10/1996 · owns less than 5%
Entity owners
- 1810 Ventures LLC · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Antonio, Tx · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Apr 23, 2026custody of client assets (Item 9.A): no on the filing of 2026-02-03, yes on the filing of 2026-04-23peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Corporate clients · 19 to 17Feb 3, 2026 to Apr 23, 2026
- HNW clients · 135 to 149Feb 3, 2026 to Apr 23, 2026
- Individual clients · 192 to 200Feb 3, 2026 to Apr 23, 2026
- Pension plan clients · 20 to 0Feb 3, 2026 to Apr 23, 2026
- Assets in custody · unset to 60803378.0Feb 3, 2026 to Apr 23, 2026
- Custody of client assets · false to trueFeb 3, 2026 to Apr 23, 2026
- HNW RAUM · $218M to $226MFeb 3, 2026 to Apr 23, 2026
- Individual RAUM · $42.4M to $44.3MFeb 3, 2026 to Apr 23, 2026
- Pension RAUM · 8608002.0 to unsetFeb 3, 2026 to Apr 23, 2026
- Accounts · 340 to 367Apr 30, 2025 to Feb 3, 2026
- Charity clients · unset to 1.0Apr 30, 2025 to Feb 3, 2026
- Corporate clients · 8 to 19Apr 30, 2025 to Feb 3, 2026
- HNW clients · 56 to 135Apr 30, 2025 to Feb 3, 2026
- Individual clients · 259 to 192Apr 30, 2025 to Feb 3, 2026
- Pension plan clients · 10 to 20Apr 30, 2025 to Feb 3, 2026
- Discretionary RAUM · $236M to $312MApr 30, 2025 to Feb 3, 2026
- HNW RAUM · $164M to $218MApr 30, 2025 to Feb 3, 2026
- Individual RAUM · $62.7M to $42.4MApr 30, 2025 to Feb 3, 2026
- Non-discretionary RAUM · $16.1M to $31,253Apr 30, 2025 to Feb 3, 2026
- Pension RAUM · $3.2M to $8.6MApr 30, 2025 to Feb 3, 2026
- RAUM · $252M to $312MApr 30, 2025 to Feb 3, 2026
- Accounts · 291 to 340Sep 4, 2024 to Apr 30, 2025
- Corporate clients · 7 to 8Sep 4, 2024 to Apr 30, 2025
- HNW clients · 47 to 56Sep 4, 2024 to Apr 30, 2025
- Individual clients · 219 to 259Sep 4, 2024 to Apr 30, 2025
- Employees · 4 to 6Sep 4, 2024 to Apr 30, 2025
- Financial planning clients · 0 to 0Sep 4, 2024 to Apr 30, 2025
- State-registered IARs · 0 to 4Sep 4, 2024 to Apr 30, 2025
- Discretionary RAUM · $177M to $236MSep 4, 2024 to Apr 30, 2025
- HNW RAUM · $126M to $164MSep 4, 2024 to Apr 30, 2025
- Individual RAUM · $49.3M to $62.7MSep 4, 2024 to Apr 30, 2025
- Non-discretionary RAUM · $14.3M to $16.1MSep 4, 2024 to Apr 30, 2025
- Pension RAUM · $2.5M to $3.2MSep 4, 2024 to Apr 30, 2025
- RAUM · $192M to $252MSep 4, 2024 to Apr 30, 2025
- Advisory employees · 3 to 4Jul 30, 2024 to Sep 4, 2024
- Employees · 3 to 4Jul 30, 2024 to Sep 4, 2024
- Accounts · 278 to 291Mar 28, 2023 to Mar 27, 2024
- HNW clients · 44 to 47Mar 28, 2023 to Mar 27, 2024
- Individual clients · 209 to 219Mar 28, 2023 to Mar 27, 2024
- Pension plan clients · 12 to 10Mar 28, 2023 to Mar 27, 2024
Signals
2 dated events
- Glass Wealth Management Co., Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 24, 2021 · Succession (Item 4) · fact
- Glass Wealth Management Co. filed its initial SEC registration (Form ADV)Mar 26, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 210-930-5141reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/glass-wealth-management-companyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- GWM-SA.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 210-930-5141reportedpublic record, Form ADV, Apr 23, 2026
- Contact form
- gwm-sa.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- gwm-sa.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $78.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026