ARDEN HILLS, MNCRD 127701Latest ADV April 13, 2026
Gradient Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arden Hills, MN. Its latest Form ADV filing, dated April 13, 2026, reports $608M in regulatory assets under management, 67 employees, 46 offices, and 5,848 accounts.
Assets Under Management
$608M
Employees
67
Offices
46 offices
Total Clients
4,553
Primary office
ARDEN HILLS, MN
4105 LEXINGTON AVENUE N, SUITE 380, ARDEN HILLS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.3% of total clients.
Top client categories% of clientsClients
1
Individuals
96.3%
4,386
2
HNWI
3.5%
160
3
Corporations
0.1%
4
4
Pension Plans
0.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$608Mas of April 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$608M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$608M
Total Accounts5,848
10Y AUM Change+$564M (+1299.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees67
Clients per Employee68:1
10Y Employee Change+3 (+4.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.