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GLADSTONE WEALTH PARTNERS
Legal name: GLADSTONE INSTITUTIONAL ADVISORY LLC
CRD 250787File 801-101532
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.68B
Top 25% of cohort (national)
Discretionary AUM
$5.67B
Non-discretionary $15.8M
Clients
8,385
18,794 accounts
Employees
186
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 28, 2015
- Principal office
- 2000 PGA BLVD., SUITE 4440, PALM BEACH GARDENS, FL, 33408
- Phone
- (908)-719-1313
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.68B
- Discretionary AUM
- $5.67B
- Non-discretionary AUM
- $15.8M
- Discretionary accounts
- 18,685
- Non-discretionary accounts
- 109
- Total accounts
- 18,794
- AUM per client
- $678K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 41 | $65.3M |
| Investment companies | 1 | $623K |
| Charitable organizations | 26 | $7.4M |
| Other investment advisers | 1 | $193K |
| High net worth individuals | 2,213 | $3.78B |
| Pension and profit sharing plans | 14 | $4.5M |
| Individuals (other than high net worth individuals) | 6,089 | $1.82B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- 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
- Q11F
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 163 | 186 | increased by23 |
| Apr 1, 2026 | Clients | 7,910 | 8,385 | increased by475 |
| Apr 1, 2026 | AUM | $4,943,971,956 | $5,683,810,586 | increased by$739,838,630 |
| Apr 1, 2026 | Accounts | 17,810 | 18,794 | increased by984 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 107 | 163 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,244 | 7,910 | increased by1,666 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,006,257,615 | $4,943,971,956 | increased by$937,714,341 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14,893 | 17,810 | increased by2,917 |
| May 1, 2022 | Clients | 4,880 | 6,244 | increased by1,364 |
| May 1, 2022 | AUM | $3,310,828,648 | $4,006,257,615 | increased by$695,428,967 |
| May 1, 2022 | Accounts | 11,227 | 14,893 | increased by3,666 |
| Apr 1, 2022 | Employees | 65 | 107 | increased by42 |
| Apr 1, 2022 | Clients | 2,529 | 4,880 | increased by2,351 |
| Apr 1, 2022 | AUM | $1,485,757,374 | $3,310,828,648 | increased by$1,825,071,274 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLADSTONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLADSTONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.