SourcingSourcing

GLASS WEALTH MANAGEMENT CO., LLC

C34
CRD 114097·SEC 801-112949·SAN ANTONIO, TX
AUM
$311.9M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$936K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLASS WEALTH MANAGEMENT CO., LLC
CRD
114097
SEC file #
801-112949
EIN
870984564
DBA names
—

Economics

AUM
$311.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$99.8M → $311.9M▲ +213%
Client mix
Individuals Other200
Individuals High Net Worth149
Corporations17
Charitable Organizations1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
SAN ANTONIO TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
linkedin.com/company/glass-wealth-management-company(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
1810 VENTURES LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
1810 VENTURES LLC
WILDE, CHRISTOPHER, SMYTH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:glass.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002017692
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2024-05-01
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
9
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0002017692-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
30
Bc Firm IAR Count
30
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1020 NE LOOP 410 STE. 802SAN ANTONIO, TX 78209
Business
1020 NE LOOP 410 STE. 802SAN ANTONIO, TX 78209
Edgar EIN
870984564
Edgar Recent Filings
13F-HR2026-05-01 · 0002017692-26-000002
13F-HR2026-02-04 · 0002017692-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (31)

31
WILDE, CHRISTOPHER, SMYTH
IAR · Direct Owner · 62.5%
5844082
HORNBERGER, DAVID, DOWLING
IAR · Executive Officer · 2.5%
6199735
Williams, Eileen, L
Executive Officer · 2.5%
7078232
MARY ELIZABETH COSENTINO
IAR
4696049
CARRIE MAE RUARK
IAR
4789329
STEPHEN BRENT WILDE
IAR
466833
Campbell Cobb Seay
IAR
7971594
BRIDGET ANN CUNNINGHAM
IAR
4335451
MARILYN ASHLEY RIOS
IAR
4414881
BRETT WILLIAM ORVIETO
IAR
5023123
PATRICK GAVIN HAHN
IAR
5987795
PETER NICKEL AUGUSTIN
IAR
6180894
SAMUEL JOHN RONLUND
IAR
2727091
KURT Stephen DURRWACHTER
IAR
4207020
THOMAS BRODERICK MULLINS
IAR
4526562
Matthew Steiger
IAR
5679483
DAVID L VLADIMIROU
IAR
2494238
Marshall John Grams
IAR
6973817
JEFFREY MICHAEL GOYETTE
IAR
2500780
Eli Caekaert
IAR
7881374
JEANNA LOYDELL MONTES
IAR
4583215
JESSICA LORRAINE ELSCHEID
IAR
5562122
JEFFREY MICHAEL GOYETTE
IAR
5818674
LOUIS ANTHONY DELLA VALLE
IAR
2782757
SEAN DAVID MERLONGHI
IAR
6146825
GINA KOSHIOL BARTELL
IAR
3229769
Garrett Douglas Hudson
IAR
7580207
JOSHUA THOMAS CROSSMAN
IAR
2633781
John Charles Goyette
IAR
6339112
Evan D Hine
IAR
7287401
JOSEPH QUINTAL
IAR
7419425