LP Profile

Glass Wealth Management

Also known as GWM

Multi Family Office (MFO)San Antonio, United StatesFounded 1988
$165M
Assets Under Management
San Antonio
Headquarters
Investment Focus

About Glass Wealth Management

Glass Wealth Management is a multi-family office based in San Antonio, Texas. Established in 1988, the firm provides portfolio management, investment advisory, and family office services to individuals, families, trusts, estates, and business constituencies. The assets are managed by the executive management team.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Glass Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$311.9M
Total Clients
367
Filing Date
April 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Glass Wealth Management?

Glass Wealth Management is a multi family office (mfo) based in San Antonio, United States, managing approximately $165M in assets.

Where is Glass Wealth Management headquartered?

Glass Wealth Management is headquartered in San Antonio, United States.

How much does Glass Wealth Management manage?

Glass Wealth Management manages approximately $165M in assets under management.

When was Glass Wealth Management founded?

Glass Wealth Management was founded in 1988.

How can I contact Glass Wealth Management?

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