Gladstone Wealth Partners

RIASEC Registered
Total AUM
$5.7B
Discretionary
$5.7B
100% of AUM
Avg account
$302K
Accounts
18,794
Employees
186
Advisory reps
110

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
250787
Registered since
July 28, 2015
Website
www.gladstoneadvisors.com
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI66.55%
  • Individuals32.07%
  • Corporations / Businesses1.15%
  • Charitable Organizations0.13%
  • Pension & Profit Sharing Plans0.08%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gladstone Wealth Partners is an independent registered investment adviser organized as an LLC that registered with the SEC in 2015. The firm describes itself as a capital allocator serving both individuals/families and institutional clients, delivering financial planning and portfolio management for individuals, small businesses and institutions. Its fee model combines percentage-of-assets and fixed fees, and the firm performs selection-of-other-advisers work in addition to direct discretionary management. Gladstone reports being an active ESG investor and maintains industry affiliations that include a broker‑dealer relationship and connections with other investment advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 21%, Cash & Cash Equivalents 9%, Non-Investment Grade Corp Bonds 6%, US Government Bonds 3%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents9%
  • Non-Investment Grade Corp Bonds6%
  • US Government Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 650

Active vs passive

$2.8B in ETFs

Passive

78%

$2.2B

Active

16%

$610M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$83.1M111,0153.00%
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Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2000 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth