Investment adviser representative · Glass Wealth Management Co., LLC
Stephen B. Wilde
CRD 466833 · San Antonio, TX
At a glance
Stephen B. Wilde is an investment adviser representative with Glass Wealth Management Co., LLC in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 1999, about 27 years ago.
Current advisory firm
- Glass Wealth Management Co., LLCSince March 2003San Antonio, TX · $312M in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stephen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.