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GRADIENT ADVISORS, LLC
CRD 152665File 801-71000
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$289.3M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $289.3M
Clients
2,152
2,152 accounts
Employees
173
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 10, 2010
- Principal office
- 4105 LEXINGTON AVENUE N., SUITE 225, ARDEN HILLS, MN, 55126
- Phone
- 877-885-0508
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $289.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $289.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,152
- Total accounts
- 2,152
- AUM per client
- $134K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $140K |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 52 | $100.4M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 2,097 | $188.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11H2
- Q11H1A
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.