PALM BEACH GARDENS, FLCRD 250787Latest ADV April 28, 2026
Gladstone Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated April 28, 2026, reports $5.7B in regulatory assets under management, 186 employees, 51 offices, and 18,794 accounts.
Assets Under Management
$5.7B
Employees
186
Offices
51 offices
Total Clients
8,385
Primary office
PALM BEACH GARDENS, FL
2000 PGA BLVD., SUITE 4440, PALM BEACH GARDENS, FL, United States
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
6,089
2
HNWI
26.4%
2,213
3
Corporations
0.5%
41
4
Charitable
0.3%
26
5
Pension Plans
0.2%
14
Additional categories (<0.1%)
Investment Cos.<5 clients
Other Advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.7Bas of April 28, 2026
Discretionary99.7%
$5.7B
100% of total RAUM99.7%
Non-discretionary0.3%
$16M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.7B
Total Accounts18,794
10Y AUM Change+$5.4B (+1877.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees186
Clients per Employee45:1
10Y Employee Change+156 (+520.0%)
* 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.