Gladstone Wealth Partners

RIASEC RegisteredEst. 2015
Total AUM
$5.7B
Discretionary
$5.7B
100% of AUM
Avg account
$302K
Accounts
18,794
Employees
186
Advisory reps
108

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 a privately held limited liability company that registered with the SEC in 2015 and operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual, small-business and institutional segments, and also performs selection of other advisers. Its fee arrangements include both a percentage of assets under management and fixed fees. Gladstone identifies as not being an active ESG investor and lists industry affiliations that include a broker‑dealer and other investment adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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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

3 of 10
  • Steven Connolly

    Steven Connolly

    CIO & CCOCRD 4465238

  • David Millington

    David Millington

    President and COOCRD 3255957

  • Andrew Osby

    Andrew Osby

    Chief Investment OfficerCRD 4202621

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Contacts

3 of 98
  • David Diekmann

    David Diekmann

    Director of InvestmentsCRD 5689642

  • David Hannay

    David Hannay

    Wealth PartnerCRD 5734075

  • Jeremy Friedman

    Jeremy Friedman

    Wealth AdvisorCRD 5800189

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 652

Active vs passive

$2.8B in ETFs

Passive

78%

$2.2B

Active

16%

$614M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$83.1M111,0152.99%
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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