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Glomb Private Wealth

EST. AUM
$600,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area San Francisco
CRD Number
Website glombprivatewealth.com
Client types

Overview

Glomb Private Wealth is an independent boutique wealth management firm based in Los Gatos, California, and is a member of the Sanctuary Wealth network. The firm was founded in 2023 by father-son team Chris and Michael Glomb after transitioning from UBS, though their roots in the wealth management industry date back to 1981. Specializing in serving successful families and multi-generational clients, the firm emphasizes advanced financial planning, after-tax return optimization, and legacy building.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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