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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 Aug 10, 2026
Feed vintage Aug 17, 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
- Website
- HTTPS://WHYWOULDYOUSTAY.COM/
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 |
|---|---|---|---|
| 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.