Glover Park Wealth Management

Description

Glover Park Wealth was founded to build, grow and protect the assets of our clients. Our firm operates in the following areas: Wealth Management, 401(k) Plans, Employee Benefits and Insurance. $145,000,000 in assets under management (AUM) as of January 3, 2026. 1) Wealth Management, 401(k) plans, Employee Benefits, and Insurance. 2) Employee Benefits: Fully Insured, Level Funded, Self-Funded a. Medical, Dental, Vision, Ancillary 3) Personal/Business Insurance: Homeowners, Auto, Umbrella, Commercial, Property & Casualty 4) Life Insurance: Term, Long-Term Care, Universal Life We are a SEC registered investment adviser (RIA), employee benefits broker, and licensed insurance agency located in Arlington, VA.

Glover Park Wealth Management is a two-person RIA and licensed insurance agency based in Arlington, Virginia, providing fiduciary wealth management, 401(k) plan advisory, employee benefits brokerage, and personal/business insurance to individual and corporate clients; it is a financial-services vendor, not a buyer or investor in healthcare or dental platforms.

Glover Park Wealth Management is a small SEC-registered RIA and insurance agency offering personal wealth management, 401(k) plans, employee benefits brokerage, and insurance — it has no acquisition mandate, no PE/buyout thesis, and no healthcare-services investment activity.

enriched 2026-05-05

Financials