GRADIENT ADVISORS, LLC

CRD 152665 · SEC 801-71000

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4105 LEXINGTON AVENUE N., SUITE 225, ARDEN HILLS, MN, 55126, United States

Phone

877-885-0508

Fax

651-604-8327

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$289.3M

Discretionary AUM

Team

173 total employees; 166 advisory reps; 64 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	2097	$188.8M
High net worth individuals	52	$100.4M
Corporations/business entities	3	$140K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

http://house.gradientadvisors.com
HTTP://THEFINANCIALHQ.COM/COMRAGA
HTTPS://WWW.GRADIENTADVISORS.COM
https://marketing.gradientfinancialgroup.com/gradient-advisors
https://thefinancialhq.com/mattengstrom
https://www.linkedin.com/company/gradient-advisors-llc

Official SEC filing: View on IAPD