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GRADIENT INVESTMENTS, LLC
CRD 141726File 801-70812
APPROVED
Retail clients
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.20B
Top 10% of cohort (national)
Discretionary AUM
$8.20B
Clients
26,563
77,311 accounts
Employees
41
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 1, 2009
- Principal office
- 4105 LEXINGTON AVENUE NORTH, SUITE 250, ARDEN HILLS, MN, 55126
- Phone
- 888-824-3525
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.20B
- Discretionary AUM
- $8.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 77,311
- Non-discretionary accounts
- 0
- Total accounts
- 77,311
- AUM per client
- $309K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,701 | $2.83B |
| Pension and profit sharing plans | 3 | $4.0M |
| Individuals (other than high net worth individuals) | 24,859 | $5.37B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.