Glover Park Wealth announced today $90,990,713 in assets under management (AUM) as of December 31, 2023. This represents a year-over-year increase of 93.65% in AUM from December 31, 2022.
The firm had an inflow of assets into our wealth management and 401(k) plan segments along with capital appreciation from client portfolios. The employee benefits business continued to expand in 2023 as several companies selected Glover Park Wealth and our health insurance brokerage partners to manage their employee group insurance benefits and 401(k) plans.
“We are pleased with our fiscal year 2023 financial performance, the firm experienced organic growth across our largest business segments. The firm continues to execute on our mission to build, grow and protect the assets of our clients.” said Michael T. Jobe, principal & chief investment officer.
About Glover Park Wealth Management, LLC.
Glover Park Wealth is an SEC registered investment adviser (RIA), employee benefits broker, and insurance agency located in Arlington, VA. Our company’s mission is to build, grow, and protect the assets of our clients. The firm operates in the following segments: wealth management, 401(k) plans, employee benefits, and insurance.
Contact:
Glover Park Wealth Management, LLC
4201 Wilson Blvd. FL 3
Arlington, VA 22203
contact@gloverparkwealth.com
202-926-3725
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