Overview
Assets Under Management: $144 million
Headquarters: ARLINGTON, VA
High-Net-Worth Clients: 36
Average Client Assets: $1.6 million
Frequently Asked Questions
GLOVER PARK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309793), GLOVER PARK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GLOVER PARK WEALTH MANAGEMENT, LLC is headquartered in ARLINGTON, VA.
GLOVER PARK WEALTH MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, GLOVER PARK WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GLOVER PARK WEALTH MANAGEMENT, LLC manages $144 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, GLOVER PARK WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.55%
Average Client Assets: $1.6 million
Total Client Accounts: 335
Discretionary Accounts: 334
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 309793
Filing ID: 2047459
Last Filing Date: 2026-03-06 16:50:19