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Glass Wealth Management Co., LLC

Updated today

Client assets under management

$260,570,183

Clients

327

41% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

82

High

Average account size

$796,851

About

Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management to individuals, families, trusts, estates, donor-advised funds, and closely held entities, with a particular emphasis on high-net-worth households. The firm manages roughly $312 million across several hundred client relationships and offers a Total Asset Management service for family relationships with more than $5 million in assets.

The firm builds customized portfolios using a combined top‑down macro analysis and bottom‑up security selection process, offering distinct strategies centered on core large‑cap equities, balanced equity/income, and total fixed income while emphasizing tax efficiency and low turnover. Accounts are reviewed by a portfolio management team at least monthly and the firm typically operates with discretionary trading authority unless a client directs otherwise.

Distinctive features include a long operating history as an RIA and a recent ownership transition designed to preserve succession and continuity within the team. The firm also follows several uncommon practices among peers: it has relinquished proxy voting to custodians so clients receive voting materials directly, it offers family-focused total asset management beyond typical portfolio services, and it generally does not aggregate equity orders for scale.

Client services

Portfolio management

Expertise

Wealth management Tax-loss harvesting

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1 million: 1.00% annually (equities) $1 million - $5 million: 0.60% annually (equities) $5 million - $25 million: 0.50% annually (equities) $0 - $5 million: 0.35% (fixed income, mutual funds, ETFs) $5 million+: 0.25% (fixed income, mutual funds, ETFs) $0 - $25 million: Additional 0.25% for Total Asset Management Service (TAM) for clients under $25 million

Other

Account minimum: $5 million Fee-only: Management fees based on tiered percentage of AUM; no commissions or other fees; fees are negotiable for amounts over $25 million.

Main office location

Glass Wealth Management Co., LLC

1020 Ne Loop 410, Suite 802

San Antonio TX 78209-1544, United States

Number of offices

1

Most active in

Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen W

Series 63

San Antonio, TX

Glass Wealth Management Co., LLC

Stephen Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, with 26 years of industry experience. He holds a Series 63 designation and has been with Glass Wealth Management and its predecessor since 2014. Outside of his advisory role, Wilde is involved in managing several family investment entities focused on illiquid real estate, private company investments, and oil. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm offers a family-focused Total Asset Management service and builds custom portfolios using a combined top-down and bottom-up investment approach.

Wealth management Tax-loss harvesting Founder/Business Owner
user avatar

David H

Series 63, Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

David Hornberger is a financial advisor with Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of his advisory role, he is involved as a minority owner and managing member of family-owned investment partnerships and serves as trustee for family trusts. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach and offers a family-focused Total Asset Management service for clients with over $5 million in firm-managed assets.

Wealth management Tax-loss harvesting Founder/Business Owner
user avatar

Christopher W

Series 63, Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

Christopher Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Glass Wealth Management and its predecessor entity since 2013. Outside of his advisory role, Wilde is involved in managing several closely-held family investment vehicles focused on illiquid real estate, private company investments, and oil and gas ventures. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach, emphasizing tax efficiency, low turnover, and a defined sell discipline, with a particular focus on family office and Total Asset Management services for high-net-worth families.

Wealth management Tax-loss harvesting Founder/Business Owner
user avatar

Campbell S

Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

Campbell Seay is a financial advisor at Glass Wealth Management Co., LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining the firm, he was not employed in the financial industry for ten years. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach and offers a family-focused Total Asset Management service for clients with significant assets.

Wealth management Tax-loss harvesting Founder/Business Owner
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