Gladstone Wealth Partners

Registered investment adviser · Palm Beach Gardens, FL · CRD #250787

Form ADV data as of 2026-09-01

Regulatory assets

$5.68 billion

Total accounts

18,794

Employees

186

Disclosure events

Firm details

Website: http://www.gladstonewealth.com
Telephone: (908)-719-1313
SEC file number: 801-101532
Most recent Form ADV filing: 2026-08-10
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 15 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm
An authorization to act as an attorney, accountant, or federal contractor was revoked or suspended

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$5.67 billion
Non-discretionary regulatory assets under management	$15.8 million
Total regulatory assets under management	$5.68 billion
Discretionary accounts	18,685
Non-discretionary accounts	109
Total accounts	18,794
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	186
Employees performing investment advisory functions (including research)	104
Employees who are registered representatives of a broker-dealer	86
Employees registered as investment adviser representatives with a state	104
Employees registered as IARs for another investment adviser	9
Employees who are licensed insurance agents	46
Firms or persons who solicit advisory clients on the firm's behalf	2

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$2.77 billion
Clients for whom the firm has custody	5,842
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Other

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Pension consultant

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	6,089	$1.82 billion
High net worth individuals	2,213	$3.78 billion
Investment companies	1	$623,309
Pension and profit sharing plans (not the participants or government plans)	14	$4.5 million
Charitable organizations	26	$7.4 million
Other investment advisers	1	$193,033
Corporations or other businesses not listed above	41	$65.3 million