Glass Wealth Management Company

Glass Wealth Management Company (CRD# 114097) is a financial advisory firm headquartered in San Antonio, TX. They manage $92,617,023 in 153 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1250 Ne Loop 410, Suite 333, San Antonio, TX 78209
https://www.gwm-sa.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $605,340
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Glass Wealth Management Company
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Wilde, financial advisor San Antonio TX
Christopher S. Wilde
CRD#: 5844082
1250 Ne Loop 410, Suite 333, San Antonio, TX 78209
93
Wealthminder
score

Christopher Wilde (CRD# 5844082) is an Investment Advisor Representative working at Glass Wealth Management Company in San Antonio, TX and has over 6 years of experience in the finance industry.

2
Stephen Wilde, financial advisor San Antonio TX
Stephen B. Wilde
CRD#: 466833
1250 Ne Loop 410, Suite 333, San Antonio, TX 78209
93
Wealthminder
score

Stephen Wilde (CRD# 466833) is an Investment Advisor Representative working at Glass Wealth Management Company in San Antonio, TX and has over 37 years of experience in the finance industry.

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