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GLADSTONE WEALTH PARTNERS
PALM BEACH GARDENS, FL
(908)-719-1313
SEC #801-101532Total AUM
$5.7B
Employees
186Clients
8,385Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2000 PGA BLVD.
SUITE 4440
PALM BEACH GARDENS
FL 33408
United States
SUITE 4440
PALM BEACH GARDENS
FL 33408
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(908)-719-1313
Other Offices
51
Financials
Total AUM
$5.7B
Accounts
18,794Discretionary
$5.7B
Accounts
18,685Non-Discretionary
$15.8M
Accounts
109
Clients
Individual Clients
6,089AUM
$1.8B
HNW Individual Clients
2,213AUM
$3.8B
Investment Company Clients
1AUM
$623.3K
Pension/Profit Sharing Plan Clients
14AUM
$4.5M
Charitable Organization Clients
26AUM
$7.4M
Investment Advisor Clients
1AUM
$193K
Corporation or Business Clients
41AUM
$65.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
License Revocation/SuspensionSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.