CCO/ Operations Manager · Glass Wealth Management Co., LLC
Eileen L. Williams
CRD 7078232 · Named on Form ADV at one SEC-registered adviser
At a glance
Glass Wealth Management Co., LLC, an SEC-registered wealth manager based in San Antonio, TX with $312 million in regulatory assets, lists Eileen L. Williams on its Form ADV as CCO/ Operations Manager.
Firms and roles
- Glass Wealth Management Co., LLCCCO/ Operations ManagerWealth manager · San Antonio, TX · $312M in regulatory assets
AtlasMembers
Eileen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Christopher S. WildePresident, CFO, Head of Family Office Services, Glass Wealth Management Co., LLC
- David D. HornbergerCEO, Chief Investment Officer, Glass Wealth Management Co., LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eileen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.