As a result of surpassing $100 million in AUM during calendar year 2025, Glover Park Wealth has registered with the U.S. Securities and Exchange Commission as an SEC-registered investment adviser.

“2025 marked a pivotal year for the firm,” said Michael T. Jobe, Principal and Chief Investment Officer. “Our wealth management platform exceeded expectations, supported by strong performance across our core strategies, including the GPW Large Cap investment strategy, as well as continued client inflows.”

“In addition, 2025 represented our formal entry into the tax-aware investing category,” Jobe continued. “We expanded our platform to include long/short tax-loss harvesting strategies and tax-aware private hedge fund solutions. This initiative aligns with the evolving needs of our high-net-worth and ultra-high-net-worth client base, where demand for after-tax optimization and customized portfolio construction continues to grow.”

The firm provides a family office-style platform, providing comprehensive tax planning, insurance planning, and estate planning services through a licensed network of CPAs and estate attorneys who work directly with Glover Park Wealth to deliver integrated, personalized solutions.

“Our pipeline of high-net-worth and ultra-high-net-worth clients is expanding meaningfully,” Jobe added. “We believe our differentiated approach—combining disciplined investment strategies with tax-aware implementation and a family office-style service model—positions the firm well for continued growth.”

Glover Park Wealth remains debt-free, reflecting a disciplined financial approach that has contributed to the firm’s ability to generate significant free cash flow. This financial strength provides flexibility to continue scaling the wealth management platform, invest in strategic initiatives, and support long-term growth.

4201 Wilson Blvd, Suite 300

Arlington, VA 22203

Email: contact@gloverparkwealth.com