Rockville, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Glassman Wealth Services, LLC
Team
Firm-wide stats for Glassman Wealth Services, LLC
Clients per advisor
26 Very LowAvg AUM per client
$6,854,207 Very HighHNW client ratio
84% Very HighAbout
Glassman Wealth Services serves individuals (including high-net-worth clients), pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement plan consulting. Its services include ongoing portfolio supervision and stand‑alone planning engagements as well as trustee‑directed and participant‑directed retirement plan work.
The firm generally implements client objectives through allocations to mutual funds and ETFs, and may also allocate to independent managers, private investment funds, and interval funds when suitable, with limited use of options strategies for hedging or income. GWS treats cash as an asset class, aggregates externally held assets into consolidated reporting through third‑party tools, and incorporates accrued income and private fund valuations into its account monitoring and reporting.
Distinctive features noted in the brochure include routine use of Dimensional Fund Advisors (DFA) funds, access to illiquid vehicles such as interval funds and private funds (with a stated valuation methodology), and a firm policy that cryptocurrency purchases require client authorization rather than discretionary trading. The firm also discloses formal AI governance for advisory use and offers clients basic estate‑planning document generation through the Vanilla platform, practices that carry specific operational, liquidity, and oversight considerations compared with many peers.
Based on Glassman Wealth Services, LLC
Expertise
Based on Glassman Wealth Services, LLC
Location
Rockville MD
Advisors at this office
2
Advisors at this office
Dana S
CFP®, PFS™, Series 63, Series 65
Rockville, MD
Glassman Wealth Services, LLC
Dana Sippel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. She has been with Glassman Wealth Services, LLC since 2017 and previously worked at West Financial Services, Inc for eight years. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach using various investment vehicles and incorporates private investment fund valuations and planning tools to integrate non-managed assets into client advice.
Patrick M
CFP®, Series 66
Rockville, MD
Glassman Wealth Services, LLC
Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.
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