Investment adviser · CRD 250787
GLADSTONE WEALTH PARTNERS
Investment adviser filing (IA)
GLADSTONE INSTITUTIONAL ADVISORY LLC
PALM BEACH GARDENS, FL, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $5.68B Form ADV · Item 5.F
- Client accounts
- 18,794 Accounts, not individual clients
- Employees
- 186 Reported in this filing
- Advisory professionals
- 104 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,213 | $3,782,793,574 | 66.6% |
| Individuals | 6,089 | $1,823,022,469 | 32.1% |
| Corporations & businesses | 41 | $65,294,784 | 1.1% |
| Charities | 26 | $7,405,468 | 0.1% |
| Retirement plans | 14 | $4,477,949 | 0.1% |
| Investment companies | 1 | $623,309 | 0.0% |
| Other investment advisers | 1 | $193,033 | 0.0% |
Filing source
Form ADV 2132242 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2000 PGA BLVD., SUITE 4440PALM BEACH GARDENS, FL, 33408, United States
CRD 250787
Filing source
Form ADV 2132242 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.