GLASS WEALTH MANAGEMENT CO., LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	288	$177.3M
Non-Discretionary	3	$14.3M
Total	291	$191.6M

Clients

Type	Number	RAUM
Individuals	219	$49.3M
HNW Individuals	47	$126.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	10	$2.5M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$3.9M
Other	5	$9.6M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-112949
SEC ERA File Number	801-112949
SEC CIK Numbers	2017692
SEC CRD Numbers	114097
Legal Entity Identifier	None

Principal Office

1250 NE LOOP 410
SUITE 333
SAN ANTONIO
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic