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Glassy Mountain Holdings, LLC
Glassy Mountain Holdings, LLC provides financial planning, investment management, and retirement planning services to individuals, business owners, executives, and professionals. Operating as a fiduciary, the firm uses a personalized approach to help clients organize their finances and achieve long-term financial confidence.
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Glassy Mountain Holdings, LLC at a glance
Glassy Mountain Holdings, LLC is a financial services company headquartered in United States. Its most recent funding round raised $4M in November 2017. Xcout tracks 7 named people at Glassy Mountain Holdings, LLC, including Lizzy Russell (Director of Operations).
Glassy Mountain Holdings, LLC leadership
- Lizzy RussellDirector of Operations
- R. Jordan Smyth, Jr.President, Senior Wealth Advisor
- Brian CodatoSenior Portfolio Manager
- Jamie L. BigsbySenior Wealth Advisor
- Margaret HorsleyWealth Advisor
- Mike McIntyrePortfolio Manager
1 more named person on record for Glassy Mountain Holdings, LLC, with roles, board committees and tenure — see the full roster →
Glassy Mountain Holdings, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $4M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Glassy Mountain Holdings, LLC competitors
A few of Glassy Mountain Holdings, LLC's closest competitors — see the full list of competitors and alternatives →
Highwater Wealth Management LLC is an independent fiduciary advisory firm that serves high-net-worth families and successful individuals. The company provides integrated wealth management services, including institutional-grade investment management, advanced tax-aware planning, estate coordination, and multi-generational family office oversight.
Total Clarity Wealth Management provides investment management and comprehensive financial planning services to families, businesses, retirees, and high-earners across the United States. The firm offers strategic guidance in areas such as estate legacy planning, risk management, tax planning, and executive compensation.
Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
Peak Legacy Partners LLC provides legacy and financial planning services for business owners to help them secure their families' futures and protect their wealth. The company utilizes a multi-step process to design customized plans that address goals, risk management, and long-term financial prosperity.
Global Wealth Investments, Inc., operating as Global Wealth Management, provides tailored financial planning and investment advisory services to individuals, families, and business owners. The firm specializes in retirement planning, investment strategies, and financial management to help clients secure their financial futures.
Carson Capital LLC is a registered investment adviser that provides full-service financial planning, investment management, and coaching for growth-minded families and individuals. Operating as a fiduciary, the firm offers ongoing wealth management and comprehensive financial strategies covering cash flow, investments, estate planning, taxes, and debt.
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More on Glassy Mountain Holdings, LLC in Xcout Intel
- 7 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access