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
102

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 registered SEC investment adviser organized as an LLC and operating since 2015. The firm serves both individual/family clients and institutional accounts, acting as a capital allocator and offering financial planning, portfolio management for individuals and businesses, and selection of outside advisers. Its fee model combines a percentage of assets under management with fixed fees. The firm does not position itself as an active ESG investor and is identified as an unclassified adviser in the snapshot. Industry affiliations include relationships with a broker-dealer, other investment advisers, and pension consulting activities.

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
  • Lisa Rossi

    Lisa Rossi

    CEO & Founding PartnerCRD 2261138

  • Evan Baldwin

    Evan Baldwin

    Chief Compliance OfficerCRD 4732810

  • Jamie Baraldi

    Jamie Baraldi

    CEO & FounderCRD 2326273

Unlock 6 more executives →

Contacts

3 of 93
  • Joshua Swanson

    Joshua Swanson

    Investment Advisor RepresentativeCRD 4798174

  • Jeffery Ahrens

    Registered RepresentativeCRD 4310343

  • Konstantinos Pagiazitis

    Konstantinos Pagiazitis

    President, Financial AdvisorCRD 5432187

Unlock 90 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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%
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 24

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