DFX Intelligence

Data Factory

RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

GLADSTONE WEALTH PARTNERS

GLADSTONE INSTITUTIONAL ADVISORY LLC, CRD 250787

PALM BEACH GARDENS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ee12d57-8cd5-dd33-5e30-78dcea8d3fbc

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 203
Dated events: 40
On other graphs: 0
Observed: Jul 15, 2015 to Aug 10, 2026
195 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=86.0
Regulatory AUM: $5.7BItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.7B
Private client RAUM: $5.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 104
RAUM per advisor: $54.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 186
Advisory employees: 104
Offices: 51Schedule D 1.F, beyond the principal office
Accounts: 18,794
Individual clients: 6,089
High net worth clients: 2,213
Custody, client assets: $2.8B
SEC number: 801-101532
CIK: 1766530
CRD: 250787
Filings on the tape: 195
First filed: Jul 15, 2015
Latest filed: Aug 10, 2026
Organised: Limited Liability Company, DE
Website: gladstonewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 102

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL DAVID PALACE	n/a	Red Bank, NJ \| PALM BEACH GARDENS, FL	11	36	3	yes
STEPHEN MICHAEL ROTH	Certified Financial Planner	Newark, NJ \| PALM BEACH GARDENS, FL	11	23	2	yes
DAVID L CLOSE	n/a	PALM BEACH GARDENS, FL \| Warren, PA \| Erie, PA	10	38	3	yes
ROBERT DANIEL MARING	n/a	ERIE, PA \| PALM BEACH GARDENS, FL \| Warren, PA	10	24	3	yes
MICHAEL JOHN NEDRESKI	n/a	PALM BEACH GARDENS, FL \| Erie, PA	10	30	5	yes
ROBERT PAUL HUDSON	n/a	BOCA RATON, FL \| PALM BEACH GARDENS, FL	10	21	4	yes
KEITH THOMAS BROTHERS	n/a	PALM BEACH GARDENS, FL \| Bedminster, NJ \| BOCA RATON, FL	10	16	4	yes
DANIEL PAUL CAVISE	n/a	PALM BEACH GARDENS, FL \| Red Bank, NJ	10	20	3	yes
GARY JOSEPH WINSCHEL	Certified Financial Planner	PALM BEACH GARDENS, FL \| Warren, PA \| Erie, PA	10	35	2	yes
PHILIP ANTHONY MARCHETTI	n/a	Bedminster, NJ \| PALM BEACH GARDENS, FL	9	26	3	yes
BRIAN STEVEN HOFFMAN	n/a	PALM BEACH GARDENS, FL \| Bedminster, NJ	9	23	5	yes
JOMAR MONSERATE FERNANDEZ	n/a	PALM BEACH GARDENS, FL \| Red Bank, NJ	9	24	3	yes
THOMAS E COURTRIGHT	Certified Financial Planner	Hackettstown, NJ \| PALM BEACH GARDENS, FL	9	23	4	yes
Gregory Thomas Fischer	n/a	PALM BEACH GARDENS, FL \| Erie, PA	9	45	n/a	no
JAMES PATRICK MCGEEHIN	n/a	HACKETTSTOWN, NJ \| PALM BEACH GARDENS, FL	9	28	1	yes
David Robert Hannay	Certified Financial Planner	PALM BEACH GARDENS, FL \| Bedminster, NJ	9	16	2	no
JOSEPH P RICCELLI	n/a	Boynton Beach, FL \| PALM BEACH GARDENS, FL	8	23	3	yes
Jennifer Lynn HOFFMAN	n/a	Bedminster, NJ \| PALM BEACH GARDENS, FL	8	18	2	yes
WILLIAM JAMES WILLIAMSON	n/a	Bedminster, NJ \| PALM BEACH GARDENS, FL	7	32	1	yes
KRISTOPHER BONOCORE	n/a	Jupiter, FL \| PALM BEACH GARDENS, FL \| Boca Raton, FL	7	24	6	yes
JAMIE LAWRENCE BARALDI	n/a	PALM BEACH GARDENS, FL \| Mount Laurel, NJ	7	33	3	yes
Regina Lynn Engel	n/a	Erie, PA \| Warren, PA \| PALM BEACH GARDENS, FL	6	12	n/a	yes
ANTHONY N. CARUSO	n/a	Bedminster, NJ \| PALM BEACH GARDENS, FL	6	34	3	yes
DENISE ANN VECCHIONE	n/a	PALM BEACH GARDENS, FL \| Bedminster, NJ	6	33	2	yes
KEITH DAVID BOYD	n/a	Flemington, NJ \| PALM BEACH GARDENS, FL	6	33	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BALDWIN, EVAN, LASSE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2025	Aug 10, 2026	Aug 10, 2026
BONOCORE, KRISTOPHER	President	Na	yes	01/2021	Aug 10, 2026	Aug 10, 2026
HERLEIN, JAMES	CHIEF FINANCIAL OFFICER	Na	yes	12/2021	Aug 10, 2026	Aug 10, 2026
HOFFMAN, Jennifer, Lynn	CHIEF OPERATING OFFICER	Na	yes	03/2025	Aug 10, 2026	Aug 10, 2026
INTEGRITY WEALTH, LLC.	Member	E	yes	06/2024	Aug 10, 2026	Aug 10, 2026
OSBY, ANDREW, ALLEN	CHIEF INVESTMENT OFFICER	Na	yes	09/2025	Aug 10, 2026	Aug 10, 2026
BROTHERS, KEITH, THOMAS	CHIEF OPERATING OFFICER	Na	yes	01/2021	Mar 31, 2021	Dec 16, 2024
FRICK, RICHARD, EDWARD	CHIEF EXECUTIVE OFFICER	Na	yes	01/2021	Mar 31, 2021	Dec 16, 2024
HUDSON, ROBERT, PAUL	CHAIRMAN & MANAGING MEMBER	Na	yes	05/2015	Jul 15, 2015	Dec 16, 2024
INTEGRITY MARKETING ACQUISITION, LLC.	INDIRECT OWNER	E	yes	10/2022	Mar 31, 2023	Dec 16, 2024
INTEGRITY MARKETING INTERMEDIATE, LLC.	INDIRECT OWNER	E	yes	10/2022	Mar 31, 2023	Dec 16, 2024
INTEGRITY MARKETING PARENT, LLC.	INDIRECT OWNER	E	yes	10/2022	Mar 31, 2023	Dec 16, 2024
INTEGRITY MARKETING PARTNERS, LLC.	INDIRECT OWNER	E	yes	06/2024	Mar 31, 2023	Dec 16, 2024
INTEGRITY, LLC.	INDIRECT OWNER	E	yes	10/2022	Jun 25, 2024	Dec 16, 2024
KESSLER, CRAIG, ADAM	CHIEF INVESTMENT OFFICER	Na	yes	12/2020	Mar 31, 2022	Dec 16, 2024
MARCHETTI, PHILIP, ANTHONY	Director	Na	yes	01/2021	Mar 31, 2021	Dec 16, 2024
RICH, DAVID, SEAN	CHIEF COMPLIANCE OFFICER	Na	yes	04/2021	Mar 31, 2021	Dec 16, 2024
SLOMIN, ROBERT, PAUL	CHIEF RISK OFFICER	Na	yes	06/2017	Jun 26, 2017	Dec 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEALTH MANAGEMENT NEBRASKA LLC	n/a	Mixed wealth	$3.7B	N	yes	n/a
INTEGRITY ADVISORY SOLUTIONS, LLC	n/a	Independent wealth	$1.1B	N	yes	n/a
RETIREMENT PLAN CONSULTANTS, LLC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published; showing 30 of 42

City	State	Country	Employees	Also broker-dealer
Omaha	Ne	United States	15	yes
Bedminster	Nj	United States	14	yes
Schaumburg	IL	United States	10	yes
FORT MILL	Sc	United States	5	yes
Indianapolis	In	United States	4	yes
RED BANK	Nj	United States	4	yes
Melville	NY	United States	4	yes
Erie	Pa	United States	4	yes
Evansville	In	United States	3	yes
MOUNT LAUREL	Nj	United States	3	yes
BLUE BELL	Pa	United States	3	yes
Warren	Pa	United States	3	yes
Bloomington	In	United States	2	yes
Columbus	In	United States	2	no
Greenwood	In	United States	2	yes
POMPTON PLAINS	Nj	United States	2	yes
Purchase	NY	United States	2	yes
DICKSON CITY	Pa	United States	2	yes
Erie	Pa	United States	2	yes
Corona	CA	United States	1	yes
Montrose	Co	United States	1	yes
Westport	Ct	United States	1	yes
Carroll	Ia	United States	1	yes
Greenwood	In	United States	1	no
Needham	Ma	United States	1	yes
Flemington	Nj	United States	1	yes
Medford	Nj	United States	1	yes
Morristown	Nj	United States	1	yes
Newark	Nj	United States	1	yes
Paramus	Nj	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$5.7B	$5.7B	186	104	51	n/a	n/a
2024	Mar 31, 2025	$4.9B	$4.9B	163	107	43	n/a	n/a
2023	Mar 28, 2024	$4.0B	$4.0B	104	104	43	n/a	n/a
2022	Mar 31, 2023	$3.5B	$3.5B	110	110	54	n/a	n/a
2021	Mar 31, 2022	$3.3B	$3.3B	107	107	42	n/a	n/a
2020	Mar 31, 2021	$1.5B	$1.5B	65	65	27	n/a	n/a
2019	Mar 24, 2020	$1.1B	$1.1B	49	39	20	n/a	n/a
2018	Mar 28, 2019	$614M	$614M	45	43	22	n/a	n/a
2017	Mar 29, 2018	$567M	$567M	45	45	17	n/a	n/a
2016	Mar 30, 2017	$288M	$288M	30	29	n/a	n/a	n/a
2015	Feb 6, 2016	$111M	$111M	10	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
12	7	5	6.7%	1	0	0	36	23

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.7B	$4.9B	15.0%	$3.5B	17.1%	186	163	51	43

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTEGRITY ALLIANCE, LLC	2	Apr 5, 2023	Apr 5, 2023	PALM BEACH GARDENS, FL	Team lift out	Ibd to RIA	2.2%
INTEGRITY ALLIANCE, LLC	4	Apr 5, 2023	Apr 14, 2023	JOHNSTON, IA	Team lift out	Ibd to RIA	4.3%
LPL FINANCIAL LLC	3	Oct 31, 2019	Dec 12, 2019	PALM BEACH GARDENS, FL	Team lift out	RIA to ibd	7.9%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AURORA WEALTH ADVISORS	2	Aug 11, 2026	Oct 14, 2025	SAN DIEGO, CA	Team lift out	RIA to ibd	100.0%
BRIDGEWAY WEALTH PARTNERS, LLC	2	Dec 31, 2023	Nov 20, 2023	NEW YORK, NY	Team lift out	RIA to ibd	33.3%
SILVERLEAF ADVISOR GROUP, LLC	11	Mar 31, 2022	Mar 4, 2022	OMAHA, NE	Firm absorbed	RIA to RIA	91.7%
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3	Nov 5, 2021	Nov 1, 2021	GREENWOOD, IN	Team lift out	Ibd to RIA	0.1%
UBS FINANCIAL SERVICES INC.	6	Jun 22, 2021	Jun 15, 2021	CHICAGO, IL	Team lift out	Wirehouse to RIA	0.1%
AMERIPRISE FINANCIAL SERVICES, LLC	2	Feb 24, 2020	Feb 18, 2020	BEDMINSTER, NJ	Team lift out	Ibd to RIA	0.0%
UBS FINANCIAL SERVICES INC.	2	Jul 11, 2019	Jul 16, 2019	MT LAUREL, NJ	Team lift out	Wirehouse to RIA	0.0%
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	4	May 1, 2017	Mar 23, 2021	MELVILLE, NY	Team lift out	Other	0.0%
PNC WEALTH MANAGEMENT	2	Dec 8, 2016	Dec 21, 2016	EDISON, NJ	Team lift out	Other	0.2%
PRIVATE PORTFOLIO PARTNERS, LLC	4	Jan 4, 2016	Feb 9, 2016	PARAMUS, NJ	Team lift out	Other	30.8%
GOOD LIFE ADVISORS, LLC	2	Dec 23, 2015	Dec 7, 2015	ERIE, PA	Team lift out	Other	7.4%

Relationships

showing 80 of 203

Registered with (75)

← GLENN BRYAN HECHLERAdvisorregistration: current employment
Sep 13, 2026 to presentfactForm ADV
← MICHAEL MULLANEAdvisorregistration: current employment
Sep 13, 2026 to presentfactForm ADV
← Josh Emrah MinottaAdvisorregistration: current employment
Sep 13, 2026 to presentfactForm ADV
← Brandon Kurt DingmanAdvisorregistration: current employment
Aug 24, 2026 to presentfactForm ADV
← WILLIAM JAY PEACOCKAdvisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← Matthew SimonAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← JOHN BEMIS CRAVENSAdvisorregistration: current employment
Mar 10, 2026 to presentfactForm ADV
← Tracey DanielAdvisorregistration: current employment
Mar 10, 2026 to presentfactForm ADV
← JOHN EARL KLAASAdvisorregistration: current employment
Feb 6, 2026 to presentfactForm ADV
← MICHAEL A KAUPAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← STEVEN MICHAEL FRIEDMANAdvisorregistration: current employment
Jan 13, 2026 to presentfactForm ADV
← SALVATORE GAMBINOAdvisorregistration: current employment
Jan 13, 2026 to presentfactForm ADV
← DANIEL CHARLES BENEDUMAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← LEAH CRYSTAL BURNETTAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← ANTONIO ANGELO TADDEOAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← Michael Anthony DelgadoAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← EDGARDO MARTINEZAdvisorregistration: current employment
Jul 22, 2025 to presentfactForm ADV
← Garrett Edward BegginAdvisorregistration: current employment
Jul 22, 2025 to presentfactForm ADV
← Derren BurseAdvisorregistration: current employment
Jun 17, 2025 to presentfactForm ADV
← Suzanne Marie BarryAdvisorregistration: current employment
Jun 16, 2025 to presentfactForm ADV
← JOSHUA TYLER SWANSONAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← LISA ANN RICHMONDAdvisorregistration: current employment
May 5, 2025 to presentfactForm ADV
← ROBERT FRANCIS MAMMANAAdvisorregistration: current employment
Mar 26, 2025 to presentfactForm ADV
← ANDREW PATRICK CAMPBELLAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← EVAN LASSE BALDWINAdvisorregistration: current employment
Feb 21, 2025 to presentfactForm ADV
← JAMES MURRAY PAULAdvisorregistration: current employment
Oct 15, 2024 to presentfactForm ADV
← Troy Edward LangendoerferAdvisorregistration: current employment
Oct 14, 2024 to presentfactForm ADV
← DAVID MICHAEL SCHUTTIGAdvisorregistration: current employment
Sep 18, 2024 to presentfactForm ADV
← Randall Scott KarlAdvisorregistration: current employment
Jun 21, 2024 to presentfactForm ADV
← Suzanne Hailey PresleyAdvisorregistration: current employment
May 30, 2024 to presentfactForm ADV
and 45 more

Affiliated with (5)

→ WEALTH MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ INTEGRITY ADVISORY SOLUTIONSRegistered adviserother investment adviser, common control
factForm ADV
← INTEGRITY ADVISORY SOLUTIONSRegistered adviserother investment adviser, common control
factForm ADV
← INTEGRITY ALLIANCE, LLCRegistered adviserother investment adviser, common control
factForm ADV
← LION STREET ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 11, 2026
Team lift-out
2 advisors left Aurora Wealth Advisors (San Diego, CA) for Gladstone Wealth Partners on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 27, 2026
Advisor changed firm
Richard Edward Frick left Gladstone Wealth Partners for Integrity Alliance, Llc (registered 2026-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2026
Advisor departed, no destination yet
Patrick Wade Beauchamp no longer registered at Gladstone Wealth Partners; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 18, 2026
Advisor departed, no destination yet
Alexis Hart Carrasquel no longer registered at Gladstone Wealth Partners; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Feb 13, 2026
Advisor changed firm
Marites De Leon Velena left Gladstone Wealth Partners for Lpl Financial Llc (registered 2026-02-12)
Form ADVobserved 4 days ago
Occurred
Nov 20, 2025
Advisor changed firm
Joshua Barrett Diamond left Gladstone Wealth Partners for Lpl Financial Llc (registered 2020-02-21)
Form ADVobserved 4 days ago
Occurred
Nov 13, 2025
Advisor changed firm
Derek J Podolak left Gladstone Wealth Partners for Solyco Wealth Llc (registered 2025-11-20)
Form ADVobserved 4 days ago
Occurred
Nov 7, 2025
Advisor changed firm
Cristina M. Jimenez left Gladstone Wealth Partners for Strategic Advisers Llc (registered 2026-02-17)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2025
Advisor changed firm
Adam Anthony Vega left Gladstone Wealth Partners for Avance Private Wealth Llc (registered 2025-06-23)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2025
Advisor changed firm
Michael S Gregory left Gladstone Wealth Partners for Wealth Enhancement Advisory Services, Llc (registered 2025-09-17)
Form ADVobserved 4 days ago
Occurred
Sep 11, 2025
Advisor changed firm
Marni Handel left Gladstone Wealth Partners for The Herbst Group, Llc (registered 2025-10-29)
Form ADVobserved 4 days ago
Occurred
Sep 5, 2025
Advisor changed firm
Lindsey Marie Bessant left Gladstone Wealth Partners for Lpl Financial Llc (registered 2025-09-04)
Form ADVobserved 4 days ago
Occurred
Sep 5, 2025
Advisor changed firm
Jeffrey Orlouski left Gladstone Wealth Partners for Lpl Financial Llc (registered 2025-09-08)
Form ADVobserved 4 days ago
Occurred
Sep 5, 2025
Advisor changed firm
David Sean Rich left Gladstone Wealth Partners for Financial Resources Group Investment Services, Llc (registered 2022-08-15)
Form ADVobserved 4 days ago
Occurred
Sep 5, 2025
Advisor changed firm
James Franklin Liddington left Gladstone Wealth Partners for Vanguard Advisers, Inc. (registered 2026-01-27)
Form ADVobserved 4 days ago
Occurred
Aug 4, 2025
Advisor changed firm
Christopher L Zehetmaier left Gladstone Wealth Partners for Equitable Advisors, Llc (registered 2025-09-22)
Form ADVobserved 4 days ago
Occurred
Jul 7, 2025
Advisor changed firm
Jose Alexander Bonilla left Gladstone Wealth Partners for Lpl Financial Llc (registered 2025-06-27)
Form ADVobserved 4 days ago
Occurred
Jul 3, 2025
Advisor changed firm
Pasquale Giannella left Gladstone Wealth Partners for Lpl Financial Llc (registered 2025-07-01)
Form ADVobserved 4 days ago
Occurred
May 2, 2025
Advisor changed firm
Andrew Evan Karasyk left Gladstone Wealth Partners for Wells Fargo Advisors (registered 2025-04-09)
Form ADVobserved 4 days ago
Occurred
Dec 16, 2024
Advisor changed firm
Andrew S. Luehs left Gladstone Wealth Partners for J.P. Morgan Securities Llc (registered 2025-01-07)
Form ADVobserved 4 days ago
Occurred
Jul 9, 2024
Advisor changed firm
Rosanna Coviello left Gladstone Wealth Partners for Ubs Financial Services Inc. (registered 2024-07-30)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2024
Advisor changed firm
Berton Robert Brown left Gladstone Wealth Partners for Creativeone Wealth, Llc (registered 2025-01-21)
Form ADVobserved 4 days ago
Occurred
Mar 5, 2024
Advisor changed firm
Jason Klein left Gladstone Wealth Partners for Farther (registered 2024-08-08)
Form ADVobserved 4 days ago
Occurred
Feb 20, 2024
Advisor changed firm
Zachary Hamilton Otey left Gladstone Wealth Partners for Integrity Alliance, Llc (registered 2024-02-20)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2023
Team lift-out
2 advisors left Bridgeway Wealth Partners, LLC (New York, NY) for Gladstone Wealth Partners on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Nov 16, 2023
Advisor changed firm
Eric Michael Mulligan left Gladstone Wealth Partners for U.S. Bancorp Investments, Inc. (registered 2023-11-28)
Form ADVobserved 4 days ago
Occurred
Oct 10, 2023
Advisor changed firm
Braylin Mensik left Gladstone Wealth Partners for Rbc Capital Markets, Llc (registered 2024-02-23)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Matthew Cavalier left Gladstone Wealth Partners for Fidelity Personal And Workplace Advisors (registered 2023-11-03)
Form ADVobserved 4 days ago
Occurred
Sep 7, 2023
Advisor changed firm
Chad Vincent Cassiani left Gladstone Wealth Partners for Integrity Alliance, Llc (registered 2023-09-07)
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Advisor changed firm
Sueanne Marie Walsh left Gladstone Wealth Partners for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-10-14)
Form ADVobserved 4 days ago
Occurred
May 15, 2023
Advisor changed firm
David Adam Solomon left Gladstone Wealth Partners for Lpl Financial Llc (registered 2022-02-09)
Form ADVobserved 4 days ago
Occurred
May 15, 2023
Advisor changed firm
Aryeh Moses Mentzel left Gladstone Wealth Partners for Mariner Independent (registered 2023-05-15)
Form ADVobserved 4 days ago
Occurred
Apr 17, 2023
Advisor changed firm
David Lau left Gladstone Wealth Partners for Consolidated Portfolio Review Corp (registered 2023-04-28)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Team lift-out
4 advisors left Gladstone Wealth Partners (Palm Beach Gardens, FL) for Integrity Alliance, LLC on the same day
Form ADVobserved 3 days ago
4 advisors
Occurred
Apr 5, 2023
Team lift-out
2 advisors left Gladstone Wealth Partners (Johnston, IA) for Integrity Alliance, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Apr 5, 2023
Advisor changed firm
Kalvin Nicholas Johnson left Gladstone Wealth Partners for Integrity Alliance, Llc (registered 2023-03-31)
Form ADVobserved 4 days ago

Show 4 bookkeeping events

Occurred
Sep 14, 2026
James Earl Taylor registered as an investment adviser representative at Gladstone Wealth Partners
Occurred
Mar 31, 2026
Gladstone Wealth Partners reported 51 offices beyond its principal office, up from 43 (2025-12-15 to 2026-03-31)
Occurred
Sep 29, 2023
Gladstone Wealth Partners reported 41 offices beyond its principal office, down from 48 (2023-08-22 to 2023-09-29)
Occurred
Apr 5, 2023
Gladstone Wealth Partners reported 48 offices beyond its principal office, down from 53 (2023-04-03 to 2023-04-05)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ee12d57-8cd5-dd33-5e30-78dcea8d3fbc
First observed: Jul 15, 2015
Last observed: Aug 10, 2026 40 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GLADSTONE WEALTH PARTNERS

GLADSTONE INSTITUTIONAL ADVISORY LLC, CRD 250787

PALM BEACH GARDENS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ee12d57-8cd5-dd33-5e30-78dcea8d3fbc

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL DAVID PALACE

n/a

Red Bank, NJ | PALM BEACH GARDENS, FL

yes

STEPHEN MICHAEL ROTH

Certified Financial Planner

Newark, NJ | PALM BEACH GARDENS, FL

yes

DAVID L CLOSE

n/a

PALM BEACH GARDENS, FL | Warren, PA | Erie, PA

yes

ROBERT DANIEL MARING

n/a

ERIE, PA | PALM BEACH GARDENS, FL | Warren, PA

yes

MICHAEL JOHN NEDRESKI

n/a

PALM BEACH GARDENS, FL | Erie, PA

yes

ROBERT PAUL HUDSON

n/a

BOCA RATON, FL | PALM BEACH GARDENS, FL

yes

KEITH THOMAS BROTHERS

n/a

PALM BEACH GARDENS, FL | Bedminster, NJ | BOCA RATON, FL

yes

DANIEL PAUL CAVISE

n/a

PALM BEACH GARDENS, FL | Red Bank, NJ

yes

GARY JOSEPH WINSCHEL

Certified Financial Planner

PALM BEACH GARDENS, FL | Warren, PA | Erie, PA

yes

PHILIP ANTHONY MARCHETTI

n/a

Bedminster, NJ | PALM BEACH GARDENS, FL

yes

BRIAN STEVEN HOFFMAN

n/a

PALM BEACH GARDENS, FL | Bedminster, NJ

yes

JOMAR MONSERATE FERNANDEZ

n/a

PALM BEACH GARDENS, FL | Red Bank, NJ

yes

THOMAS E COURTRIGHT

Certified Financial Planner

Hackettstown, NJ | PALM BEACH GARDENS, FL

yes

Gregory Thomas Fischer

n/a

PALM BEACH GARDENS, FL | Erie, PA

n/a

JAMES PATRICK MCGEEHIN

n/a

HACKETTSTOWN, NJ | PALM BEACH GARDENS, FL

yes

David Robert Hannay

Certified Financial Planner

PALM BEACH GARDENS, FL | Bedminster, NJ

JOSEPH P RICCELLI

n/a

Boynton Beach, FL | PALM BEACH GARDENS, FL

yes

Jennifer Lynn HOFFMAN

n/a

Bedminster, NJ | PALM BEACH GARDENS, FL

yes

WILLIAM JAMES WILLIAMSON

n/a

Bedminster, NJ | PALM BEACH GARDENS, FL

yes

KRISTOPHER BONOCORE

n/a

Jupiter, FL | PALM BEACH GARDENS, FL | Boca Raton, FL

yes

JAMIE LAWRENCE BARALDI

n/a

PALM BEACH GARDENS, FL | Mount Laurel, NJ

yes

Regina Lynn Engel

n/a

Erie, PA | Warren, PA | PALM BEACH GARDENS, FL

n/a

yes

ANTHONY N. CARUSO

n/a

Bedminster, NJ | PALM BEACH GARDENS, FL

yes

DENISE ANN VECCHIONE

n/a

PALM BEACH GARDENS, FL | Bedminster, NJ

yes

KEITH DAVID BOYD

n/a

Flemington, NJ | PALM BEACH GARDENS, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BALDWIN, EVAN, LASSE

CHIEF COMPLIANCE OFFICER

yes

03/2025

Aug 10, 2026

BONOCORE, KRISTOPHER

President

yes

01/2021

Aug 10, 2026

HERLEIN, JAMES

CHIEF FINANCIAL OFFICER

yes

12/2021

Aug 10, 2026

HOFFMAN, Jennifer, Lynn

CHIEF OPERATING OFFICER

yes

03/2025

Aug 10, 2026

INTEGRITY WEALTH, LLC.

Member

yes

06/2024

Aug 10, 2026

OSBY, ANDREW, ALLEN

CHIEF INVESTMENT OFFICER

yes

09/2025

Aug 10, 2026

BROTHERS, KEITH, THOMAS

CHIEF OPERATING OFFICER

yes

01/2021

Mar 31, 2021

Dec 16, 2024

FRICK, RICHARD, EDWARD

CHIEF EXECUTIVE OFFICER

yes

01/2021

Mar 31, 2021

Dec 16, 2024

HUDSON, ROBERT, PAUL

CHAIRMAN & MANAGING MEMBER

yes

05/2015

Jul 15, 2015

Dec 16, 2024

INTEGRITY MARKETING ACQUISITION, LLC.

INDIRECT OWNER

yes

10/2022

Mar 31, 2023

Dec 16, 2024

INTEGRITY MARKETING INTERMEDIATE, LLC.

INDIRECT OWNER

yes

10/2022

Mar 31, 2023

Dec 16, 2024

INTEGRITY MARKETING PARENT, LLC.

INDIRECT OWNER

yes

10/2022

Mar 31, 2023

Dec 16, 2024

INTEGRITY MARKETING PARTNERS, LLC.

INDIRECT OWNER

yes

06/2024

Mar 31, 2023

Dec 16, 2024

INTEGRITY, LLC.

INDIRECT OWNER

yes

10/2022

Jun 25, 2024

Dec 16, 2024

KESSLER, CRAIG, ADAM

CHIEF INVESTMENT OFFICER

yes

12/2020

Mar 31, 2022

Dec 16, 2024

MARCHETTI, PHILIP, ANTHONY

Director

yes

01/2021

Mar 31, 2021

Dec 16, 2024

RICH, DAVID, SEAN

CHIEF COMPLIANCE OFFICER

yes

04/2021

Mar 31, 2021

Dec 16, 2024

SLOMIN, ROBERT, PAUL

CHIEF RISK OFFICER

yes

06/2017

Jun 26, 2017

Dec 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEALTH MANAGEMENT NEBRASKA LLC

n/a

Mixed wealth

$3.7B

yes

n/a

INTEGRITY ADVISORY SOLUTIONS, LLC

n/a

Independent wealth

$1.1B

yes

n/a

RETIREMENT PLAN CONSULTANTS, LLC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Omaha

United States

yes

Bedminster

United States

yes

Schaumburg

United States

yes

FORT MILL

United States

yes

Indianapolis

United States

yes

RED BANK

United States

yes

Melville

United States

yes

Erie

United States

yes

Evansville

United States

yes

MOUNT LAUREL

United States

yes

BLUE BELL

United States

yes

Warren

United States

yes

Bloomington

United States

yes

Columbus

United States

Greenwood

United States

yes

POMPTON PLAINS

United States

yes

Purchase

United States

yes

DICKSON CITY

United States

yes

Erie

United States

yes

Corona

United States

yes

Montrose

United States

yes

Westport

United States

yes

Carroll

United States

yes

Greenwood

United States

Needham

United States

yes

Flemington

United States

yes

Medford

United States

yes

Morristown

United States

yes

Newark

United States

yes

Paramus

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$5.7B

186

104

n/a

2024

Mar 31, 2025

$4.9B

163

107

n/a

2023

Mar 28, 2024

$4.0B

104

n/a

2022

Mar 31, 2023

$3.5B

110

n/a

2021

Mar 31, 2022

$3.3B

107

n/a

2020

Mar 31, 2021

$1.5B

n/a

2019

Mar 24, 2020

$1.1B

n/a

2018

Mar 28, 2019

$614M

n/a

2017

Mar 29, 2018

$567M

n/a

2016

Mar 30, 2017

$288M

n/a

2015

Feb 6, 2016

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

6.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$5.7B

$4.9B

15.0%

$3.5B

17.1%

186

163

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTEGRITY ALLIANCE, LLC

Apr 5, 2023

PALM BEACH GARDENS, FL

Team lift out

Ibd to RIA

2.2%

INTEGRITY ALLIANCE, LLC

Apr 5, 2023

Apr 14, 2023

JOHNSTON, IA

Team lift out

Ibd to RIA

4.3%

LPL FINANCIAL LLC

Oct 31, 2019

Dec 12, 2019

PALM BEACH GARDENS, FL

Team lift out

RIA to ibd

7.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AURORA WEALTH ADVISORS

Aug 11, 2026

Oct 14, 2025

SAN DIEGO, CA

Team lift out

RIA to ibd

100.0%

BRIDGEWAY WEALTH PARTNERS, LLC

Dec 31, 2023

Nov 20, 2023

NEW YORK, NY

Team lift out

RIA to ibd

33.3%

SILVERLEAF ADVISOR GROUP, LLC

Mar 31, 2022

Mar 4, 2022

OMAHA, NE

Firm absorbed

RIA to RIA

91.7%

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nov 5, 2021

Nov 1, 2021

GREENWOOD, IN

Team lift out

Ibd to RIA

0.1%

UBS FINANCIAL SERVICES INC.

Jun 22, 2021

Jun 15, 2021

CHICAGO, IL

Team lift out

Wirehouse to RIA

0.1%

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 24, 2020

Feb 18, 2020

BEDMINSTER, NJ

Team lift out

Ibd to RIA

0.0%

UBS FINANCIAL SERVICES INC.

Jul 11, 2019

Jul 16, 2019

MT LAUREL, NJ

Team lift out

Wirehouse to RIA

0.0%

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 1, 2017

Mar 23, 2021

MELVILLE, NY

Team lift out

Other

0.0%

PNC WEALTH MANAGEMENT

Dec 8, 2016

Dec 21, 2016

EDISON, NJ

Team lift out

Other

0.2%

PRIVATE PORTFOLIO PARTNERS, LLC

Jan 4, 2016

Feb 9, 2016

PARAMUS, NJ

Team lift out

Other

30.8%

GOOD LIFE ADVISORS, LLC

Dec 23, 2015

Dec 7, 2015

ERIE, PA

Team lift out

Other

7.4%