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GLADSTONE WEALTH PARTNERS
GLADSTONE INSTITUTIONAL ADVISORY LLC
CRD 250787 · SEC 801-101532
2000 PGA BLVD., SUITE 4440, PALM BEACH GARDENS, FL, 33408, United States
Phone
(908)-719-1313
Fax
(908)-719-1331
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.68B
Discretionary AUM
$5.67B
Team
186 total employees; 104 advisory reps; 45 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersWRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6089 | $1.82B |
| High net worth individuals | 2213 | $3.78B |
| Investment companies | 1 | $623K |
| Pension/profit sharing plans | 14 | $4.5M |
| Charitable organizations | 26 | $7.4M |
| Other investment advisers | 1 | $193K |
| Corporations/business entities | 41 | $65.3M |
States served
VT, AL, 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, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD