Data / Investment advisers / Florida / Gladstone Wealth Partners
Gladstone Wealth Partners, Palm Beach Gardens, FL: $5.7 billion AUM, SEC registered investment adviser
Gladstone Wealth Partners is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $5.7 billion in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 250787
- SEC file number
- 801-101532
- SEC status
- Approved, effective July 28, 2015
- Legal name
- Gladstone Institutional Advisory LLC
- Main office
- 2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408
- Phone
- (908) 719-1313
- Website
- gladstonewealth.com
- Regulatory AUM
- $5,683,810,586 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $5,668,051,946
- Non discretionary AUM
- $15,758,640
- Accounts
- 18,794
- Employees
- 186, of which 104 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 51
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions, other Item 11 matters
- Latest Form ADV filing
- October 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,213 | $3.78 billion |
| Individuals (other than high net worth individuals) | 6,089 | $1.82 billion |
| Corporations or other businesses | 41 | $65.3 million |
| Charitable organizations | 26 | $7.4 million |
| Pension and profit sharing plans | 14 | $4.5 million |
| Investment companies | 1 | $623,309 |
| Other investment advisers | 1 | $193,033 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.68 billion | March 31, 2026 |
| December 1, 2025 | $4.94 billion | October 15, 2025 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | Palm Beach Gardens | $107.45 billion | 139 | adviserinfo.sec.gov |
| Hood River Capital Management LLC | Palm Beach Gardens | $9.45 billion | 3 | adviserinfo.sec.gov |
| DSM Capital Partners | Palm Beach Gardens | $7.56 billion | 2 | adviserinfo.sec.gov |
| Dakota Wealth, LLC | Palm Beach Gardens | $6.94 billion | 1 | adviserinfo.sec.gov |
| GWN Securities Inc. | Palm Beach Gardens | $4.75 billion | Not listed | adviserinfo.sec.gov |
| Money Concepts Advisory Service | Palm Beach Gardens | $4.07 billion | Not listed | adviserinfo.sec.gov |
| Lri Investments | Palm Beach Gardens | $2.78 billion | Not listed | adviserinfo.sec.gov |
| Ram Realty Advisors LLC | Palm Beach Gardens | $2.14 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Gladstone Wealth Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.