GLASSMAN WEALTH SERVICES, LLC
C33
CRD 151478·SEC 801-70562·VIENNA, VA
AUM
$2.56B
$1B+
Est. Revenue
$25.6M
@ 1% on AUM
Est. EBITDA
$7.7M
@ 30% margin
Est. Deal Value
$61.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.37B
'21 · $1.45B
'22 · $1.66B
'23 · $1.94B
'25 · $2.19B
'26 · $2.56B
'20'26
$1.37B → $2.56B▲ +87%
Client mix
| Individuals High Net Worth | 302 |
| Individuals Other | 57 |
| Pension Profit Sharing Plans | 35 |
| Charitable Organizations | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 9 advisors
'22 · 9 advisors
'23 · 9 advisors
'25 · 13 advisors
'26 · 13 advisors
'20'26
8 advisors → 13 advisors▲ +63%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.