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
109

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

3 of 9
  • Steven Connolly

    Steven Connolly

    Team CIOCRD 4465238

  • Andrew Osby

    Andrew Osby

    Chief Investment OfficerCRD 4202621

  • Craig Kessler

    Craig Kessler

    President, Chief Investment OfficerCRD 2253386

Unlock 6 more executives →

Contacts

3 of 100
  • David Diekmann

    David Diekmann

    Director of InvestmentsCRD 5689642

  • David Hannay

    David Hannay

    Wealth PartnerCRD 5734075

  • Jeremy Friedman

    Jeremy Friedman

    Wealth AdvisorCRD 5800189

Unlock 97 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 651

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%
Unlock additional holdings →

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

Similar firms

Dakota Wealth, LLC

RIA

Palm Beach Gardens, FL

AUM $6.9BTEAM 91REPS 64

DSM Capital Partners

RIA

Palm Beach Gardens, FL

AUM $7.6BTEAM 25REPS 10

Hood River Capital Management LLC

RIA

Palm Beach Gardens, FL

AUM $9.5BTEAM 20REPS 11

LRI Investments

RIA

Palm Beach Gardens, FL

AUM $2.8BTEAM 35REPS 25

RAM Realty Advisors LLC

RIA

Palm Beach Gardens, FL

AUM $2.1BTEAM 54REPS 9

Volatility Shares LLC

RIA

Palm Beach Gardens, FL

AUM $2BTEAM 10REPS 5
More RIAs in Palm Beach Gardens →All Florida RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth