Glass Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1250 NE Loop 410 Ste 333, San Antonio, T...

Phone Number

(210) 930-5141

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Glass Wealth Management

Glass Wealth Management Co., LLC is an investment firm based in South Texas, specializing in providing investment services to high-net-worth individuals and families. With decades of experience, the firm focuses on building diversified investment portfolios designed to endure through various market cycles, emphasizing long-term investment strategies. The company prides itself on fostering strong relationships with clients, ensuring clarity and accountability in managing their investments. Their services include portfolio management, investment advisory, and family office services, all aimed at safeguarding client assets and delivering superior performance.Explore more
Glass Wealth Management's Social MediaPopular SearchesGlass Wealth Management Co LLCGlass Wealth Management CoGlass Management CoGlass Wealth Management Co. LLCGlass Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

Glass Wealth Management Org Chart

PhoneEmail
CW
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President & Head Chief Financial Officer, Fam...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Glass Wealth Management

<$5M
1-10
Private
-
1988
CW
Christopher WildePresident & Head Chief Financial Officer, Family Office Services
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
$5.6M
11-50
Private
-
2016
SW
Stephanie WestManager, Property
<$5M
1-10
Private
-
2000
Stephen Haberstroh, Managing Director at CastleKeep Investment Advisors
Stephen HaberstrohManaging Director
<$5M
1-10
Private
-
-
MM
Mitchell MaloneFounder & President
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Glass Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Glass Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Glass Wealth Management.

Glass Wealth Management Tech Stack

A closer look at the technologies used by Glass Wealth Management

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Frequently Asked Questions Regarding Glass Wealth Management

What is Glass Wealth Management's official website?
Glass Wealth Management's official website is www.gwm-sa.com
What is Glass Wealth Management's Revenue?
Glass Wealth Management's revenue is <$5 Million
What is Glass Wealth Management's SIC code?
Glass Wealth Management's SIC: 62,628
What is Glass Wealth Management's NAICS code?
Glass Wealth Management's NAICS: 52,523
How many employees does Glass Wealth Management have?
Glass Wealth Management has 1-10 employees
What industry does Glass Wealth Management belong to?
Glass Wealth Management is in the industry of: Finance, Securities Trading
What is Glass Wealth Management competition?
Glass Wealth Management top competitors include: Isthmus Partners, Riverwood Capital Advisors, Cresta Advisors, Pillar Wealth Management
What technology does Glass Wealth Management use?
Some of the popular technologies that Glass Wealth Management uses are: goo.gl, WordPress.org, PHP, Barracuda Networks
Who is the CFO of Glass Wealth Management?
Glass Wealth Management's CFO is Christopher Wilde
How do I contact Glass Wealth Management?
Glass Wealth Management contact info: Phone number: (210) 930-5141 Website: www.gwm-sa.com
What does Glass Wealth Management do?

Glass Wealth Management Co., LLC is an investment firm based in South Texas, specializing in providing investment services to high-net-worth individuals and families. With decades of experience, the firm focuses on building diversified investment portfolios designed to endure through various market cycles, emphasizing long-term investment strategie... s. The company prides itself on fostering strong relationships with clients, ensuring clarity and accountability in managing their investments. Their services include portfolio management, investment advisory, and family office services, all aimed at safeguarding client assets and delivering superior performance.Read More

What are Glass Wealth Management social media links?
Glass Wealth Management Linkedin page
Is Glass Wealth Management a public company?
Glass Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Glass Wealth Management

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