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GRADIENT WEALTH MANAGEMENT
ARDEN HILLS, MN
866-991-1539
SEC #801-80807Total AUM
$607.9M
Employees
67Clients
4,553Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4105 LEXINGTON AVENUE N
SUITE 380
ARDEN HILLS
MN 55126
United States
SUITE 380
ARDEN HILLS
MN 55126
United States
Operating Hours
8 A.M. TO 5 P.M. CST
Monday - Friday
Monday - Friday
Phone
866-991-1539
Other Offices
46
Financials
Total AUM
$607.9M
Accounts
5,848Discretionary
$0
Accounts
0Non-Discretionary
$607.9M
Accounts
5,848
Clients
Individual Clients
4,386AUM
$453.1M
HNW Individual Clients
160AUM
$147.9M
Pension/Profit Sharing Plan Clients
3AUM
$2.7M
Corporation or Business Clients
4AUM
$4.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES
Compliance
Disclosures
Felony ChargeOther Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.