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
101

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 broker-dealer and registered investment adviser that provides financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm, formed in 2015, acts as a capital allocator and offers selection-of-other-advisers services in addition to direct portfolio management. Its fee arrangements include asset-based fees and fixed fees. Gladstone reports that it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

3 of 9

  • LISA ROSSI

    CEO & Founding PartnerCRD 2261138

  • EVAN BALDWIN

    Chief Compliance OfficerCRD 4732810

  • JAMIE BARALDI

    CEO & FounderCRD 2326273

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Contacts

3 of 92

  • JOSHUA SWANSON

    Investment Advisor RepresentativeCRD 4798174

  • JEFFERY AHRENS

    Registered RepresentativeCRD 4310343

  • Konstantinos Pagiazitis

    President, Financial AdvisorCRD 5432187

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 610

Active vs passive

$2.4B in ETFs

Passive

78%

$1.9B

Active

17%

$526M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$68.2M104,4662.86%
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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

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