GLADSTONE WEALTH PARTNERS

2000 Pga Blvd.
Suite 4440
Palm Beach Gardens, Florida 33408
Tel: (908)-719-1313

About GLADSTONE WEALTH PARTNERS

GLADSTONE WEALTH PARTNERS, formally registered with the SEC as GLADSTONE WEALTH PARTNERS. The firm was established in 07/28/2015. They have over 44 offices throughout the country.

GLADSTONE WEALTH PARTNERS is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $4,003,875,594 assets under management, offering retirement planning & investment advisory services to 15270 clients. The firm is staffed with 104 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	250787
SEC#	801-101532
Assets Managed by Firm	$4,003,875,594
No. of Clients	15270
No. of Advisors	104

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	15270	$4,003,875,594
Individuals (other than high net worth individuals)	4913	$1,269,240,439
High net worth individuals	1584	$2,687,832,829
Pension and profit sharing plans	9	$2,267,513
Charitable organizations	7	$693,453
Corporations or other businesses	22	$43,841,360

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