Investment adviser · CRD 169369

GRADIENT WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

ARDEN HILLS, MN, United States · Form ADV filed Jul 7, 2014

Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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: Jul 7, 2014. View historical filings

Reported services

Financial planning · Selection of other advisers

Compensation

Fixed

Principal office

4105 LEXINGTON AVENUE NORTH, SUITE 310
ARDEN HILLS, MN, 55126, United States

CRD 169369

Filing source

Form ADV 833418 · Jul 7, 2014 · 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.