Investment adviser · CRD 127701
GRADIENT WEALTH MANAGEMENT
Investment adviser filing (IA)
GRADIENT SECURITIES, LLC
ARDEN HILLS, MN, United States · Form ADV filed Apr 13, 2026
- Regulatory AUM
- $608M Form ADV · Item 5.F
- Client accounts
- 5,848 Accounts, not individual clients
- Employees
- 67 Reported in this filing
- Advisory professionals
- 67 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 |
|---|---|---|---|
| Individuals | 4,386 | $453,134,509 | 74.5% |
| High-net-worth individuals | 160 | $147,915,928 | 24.3% |
| Corporations & businesses | 4 | $4,079,822 | 0.7% |
| Retirement plans | 3 | $2,746,909 | 0.5% |
Filing source
Form ADV 2094229 · Apr 13, 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: Apr 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4105 LEXINGTON AVENUE N, SUITE 380ARDEN HILLS, MN, 55126, United States
CRD 127701
Filing source
Form ADV 2094229 · Apr 13, 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.