DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Gladstone Wealth Partners
Broker-dealer affiliated wealth managerPalm Beach Gardens, FloridaCRD 250787SEC 801-101532websiteIAPD
Legal name Gladstone Institutional Advisory LLC
Latest filing Aug 10, 2026
First filing on the tape Jul 15, 2015 · 195 filings
SEC status approved since Jul 28, 2015
RAUM
$5.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$5.6B individuals and HNW
Advisors
104
registered through the firm on IAPD
RAUM per advisor
$54.7M
derived; firm RAUM over IAPD count
Employees
186
104 advisory (5.B.1)
Offices
51
beyond the principal office
Private funds
0
reported on Schedule D
History
195 filings and snapshots on the tape
RAUM$5.7B as of Aug 10, 2026
Feb 6, 2016$111M then
HNW client RAUM$3.8B as of Aug 10, 2026
Mar 29, 2018$244M then
State-registered IARs (5.B.3)104 as of Aug 10, 2026
Feb 6, 20160 then
Employees (5.A)186 as of Aug 10, 2026
Feb 6, 201610 then
Private funds: no history
RAUM +15% over the last fiscal year+17% a year over threeIARs 107 to 104offices 43 to 51
Practice profile
derived from the filing of Aug 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $53.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 78derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $302,427derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived52 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- -2.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.5%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $5.5BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.8B67%
- Individuals$1.8B32%
- Corporations and businesses$65.3M1.1%
- Charitable organizations$7.4M0.1%
- Pension and profit-sharing plans$4.5M0.1%
- Investment companies$623,3090.0%
- Other investment advisers$193,0330.0%
- Individual clients
- 6,089reported
- HNW clients
- 2,213reported
- Pension plan clients
- 14reported
- Charitable clients
- 26reported
- Accounts
- 18,794reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $229M sponsored, $176M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=86.0derived
Advisors registered through the firm
102 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael David Palace | Red Bank, Nj | Aug 12, 2015 | 36 y | 3 |
| Stephen Michael RothCertified Financial Planner | Newark, Nj | Aug 13, 2015 | 23 y | 2 |
| Robert Daniel Maring | Erie, Pa | Dec 7, 2015 | 24 y | 3 |
| David L Close | Palm Beach Gardens, Fl | Dec 7, 2015 | 38 y | 3 |
| Michael John Nedreski | Palm Beach Gardens, Fl | Dec 10, 2015 | 30 y | 5 |
| Robert Paul Hudson | Boca Raton, Fl | Feb 9, 2016 | 21 y | 4 |
| Keith Thomas Brothers | Palm Beach Gardens, Fl | Feb 9, 2016 | 16 y | 4 |
| Daniel Paul Cavise | Palm Beach Gardens, Fl | May 12, 2016 | 20 y | 3 |
| Gary Joseph WinschelCertified Financial Planner | Palm Beach Gardens, Fl | Jul 18, 2016 | 35 y | 2 |
| Philip Anthony Marchetti | Bedminster, Nj | Oct 19, 2016 | 26 y | 3 |
| Brian Steven Hoffman | Palm Beach Gardens, Fl | Nov 9, 2016 | 23 y | 5 |
| Thomas E CourtrightCertified Financial Planner | Hackettstown, Nj | Dec 21, 2016 | 23 y | 4 |
| Jomar Monserate Fernandez | Palm Beach Gardens, Fl | Dec 21, 2016 | 24 y | 3 |
| Gregory Thomas Fischer | Palm Beach Gardens, Fl | Apr 20, 2017 | 45 y | 0 |
| James Patrick Mcgeehin | Hackettstown, Nj | Jul 18, 2017 | 28 y | 1 |
| David Robert HannayCertified Financial Planner | Palm Beach Gardens, Fl | Jul 31, 2017 | 16 y | 2 |
| Joseph P Riccelli | Boynton Beach, Fl | Oct 25, 2017 | 23 y | 3 |
| Jennifer Lynn Hoffman | Bedminster, Nj | Feb 12, 2018 | 18 y | 2 |
| William James Williamson | Bedminster, Nj | Oct 10, 2018 | 32 y | 1 |
| Kristopher Bonocore | Jupiter, Fl | Mar 29, 2019 | 24 y | 6 |
| Jamie Lawrence Baraldi | Palm Beach Gardens, Fl | Jul 16, 2019 | 33 y | 3 |
| Regina Lynn Engel | Erie, Pa | Jan 6, 2020 | 12 y | 0 |
| Denise Ann Vecchione | Palm Beach Gardens, Fl | Feb 18, 2020 | 33 y | 2 |
| Anthony N. Caruso | Bedminster, Nj | Feb 18, 2020 | 34 y | 3 |
| Keith David Boyd | Flemington, Nj | Jul 27, 2020 | 33 y | 1 |
| Lois Lingner-Aiello | Palm Beach Gardens, Fl | Sep 24, 2020 | 22 y | 1 |
| Altin Tirana | Palm Beach Gardens, Fl | Nov 4, 2020 | 21 y | 1 |
| Steven G Brettler | Palm Beach Gardens, Fl | Dec 15, 2020 | 25 y | 3 |
| Lisa M RossiCertified Financial Planner | Palm Beach Gardens, Fl | Jan 7, 2021 | 33 y | 4 |
| Jeffery Lee AhrensCertified Financial Planner | Palm Beach Gardens, Fl | Feb 25, 2021 | 25 y | 6 |
| Nicholas John Ferguson | Mount Laurel, Nj | Mar 2, 2021 | 14 y | 1 |
| Ira S Katz | Palm Beach Gardens, Fl | Mar 23, 2021 | 25 y | 2 |
| Daniel M Mcnicholas | Palm Beach Gardens, Fl | Mar 23, 2021 | 15 y | 1 |
| John David Scala | Melville, Ny | Mar 23, 2021 | 32 y | 3 |
| Bryce Scott Wilinski | Melville, Ny | Mar 23, 2021 | 21 y | 3 |
| Michael Robert NeillCertified Financial Planner, Chartered Financial Consultant | Palm Beach Gardens, Fl | May 7, 2021 | 22 y | 1 |
| Alexander William Klaas | Schaumburg, Il | Jun 11, 2021 | 10 y | 1 |
| David James MillingtonCertified Financial Planner | Palm Beach Gardens, Fl | Jun 13, 2021 | 27 y | 3 |
| Steven A Connolly | Schaumburg, Il | Jun 13, 2021 | 24 y | 3 |
| Christopher John SaganCertified Financial Planner | Schaumburg, Il | Jun 13, 2021 | 10 y | 1 |
Advisor movement
7 left, 12 joined in 12 months
net +5 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 6.7% of current headcount24 left over 36 months
Left, latest
- Richard Edward Frick to Integrity Alliance, LLCMar 27, 2026 · RIA to affiliated broker-dealer or bank
- Marites De Leon Velena to LPL Financial LLCFeb 13, 2026 · RIA to affiliated broker-dealer or bank
- Joshua Barrett Diamond to LPL Financial LLCNov 20, 2025 · RIA to affiliated broker-dealer or bank
- Derek J Podolak to Solyco Wealth LLCNov 13, 2025 · RIA to RIA
- Cristina M. Jimenez to Strategic Advisers LLCNov 7, 2025 · RIA to affiliated broker-dealer or bank
- Adam Anthony Vega to Avance Private Wealth LLCOct 31, 2025 · RIA to a state-registered adviser
- Michael S Gregory to Wealth Enhancement Advisory Services, LLCOct 2, 2025 · RIA to affiliated broker-dealer or bank
- Marni Handel to The Herbst Group, LLCSep 11, 2025 · RIA to RIA
- James Franklin Liddington to Vanguard Advisers, Inc.Sep 5, 2025 · RIA to affiliated broker-dealer or bank
- Lindsey Marie Bessant to LPL Financial LLCSep 5, 2025 · RIA to affiliated broker-dealer or bank
- Jeffrey Orlouski to LPL Financial LLCSep 5, 2025 · RIA to affiliated broker-dealer or bank
- David Sean Rich to Financial Resources Group Investment Services, LLCSep 5, 2025 · Other
- Christopher L Zehetmaier to Equitable Advisors, LLCAug 4, 2025 · RIA to affiliated broker-dealer or bank
- Jose Alexander Bonilla to LPL Financial LLCJul 7, 2025 · RIA to affiliated broker-dealer or bank
- Pasquale Giannella to LPL Financial LLCJul 3, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Brandon Kurt Dingman from Capital City Wealth Management, Inc.Aug 24, 2026 · RIA to affiliated broker-dealer or bank
- William Jay Peacock from Ameriprise Financial Services, LLCJun 9, 2026 · Affiliated broker-dealer or bank to another
- Matthew Simon from Cetera Investment Advisers LLCApr 14, 2026 · Affiliated broker-dealer or bank to another
- John Earl Klaas from UBS Financial Services Inc.Feb 6, 2026 · Wirehouse to independent RIA
- Michael A Kaup from Msi Financial Services, Inc.Jan 14, 2026 · Other
- Salvatore Gambino from Hsbc Securities (USA) Inc.Jan 13, 2026 · Other
- Steven Michael Friedman from Raymond James & Associates, Inc.Jan 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- Daniel Charles Benedum from Silverleaf Advisor Group, LLCJan 2, 2026 · RIA to RIA
- Antonio Angelo Taddeo from Financial Planning Associates, LLCOct 14, 2025 · RIA to RIA
- Leah Crystal Burnett from Aurora Wealth AdvisorsOct 14, 2025 · RIA to RIA
- Michael Anthony Delgado from Aurora Wealth AdvisorsOct 14, 2025 · RIA to RIA
- Cristina M. Jimenez from Aurora Wealth AdvisorsOct 14, 2025 · RIA to RIA
- Marni Handel from Merit Financial AdvisorsSep 9, 2025 · RIA to RIA
- Edgardo Martinez from Oppenheimer & Co. Inc.Jul 22, 2025 · Affiliated broker-dealer or bank to independent RIA
- Derren Burse from Charles Schwab & Co., Inc.Jun 17, 2025 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Integrity Alliance, LLCApr 5, 2023 · Palm Beach Gardens, Fl
- 4 left for Integrity Alliance, LLCApr 5, 2023 · Johnston, Ia
- 3 left for LPL Financial LLCOct 31, 2019 · Palm Beach Gardens, Fl
- 2 joined from Aurora Wealth AdvisorsAug 11, 2026 · San Diego, Ca
- 2 joined from Bridgeway Wealth Partners, LLCDec 31, 2023 · New York, Ny
- 11 joined from Silverleaf Advisor Group, LLCMar 31, 2022 · Omaha, Ne · Firm absorbed
- 3 joined from Cambridge Investment Research Advisors, Inc.Nov 5, 2021 · Greenwood, In
- 6 joined from UBS Financial Services Inc.Jun 22, 2021 · Chicago, Il
- 2 joined from Ameriprise Financial Services, LLCFeb 24, 2020 · Bedminster, Nj
- 2 joined from UBS Financial Services Inc.Jul 11, 2019 · Mt Laurel, Nj
- 4 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 1, 2017 · Melville, Ny
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lasse Evan Baldwin · Chief Compliance Officercontrolsince 03/2025 · owns less than 5%
- Kristopher Bonocore · Presidentcontrolsince 01/2021 · owns less than 5%
- Thomas Keith Brothers · Chief Operating Officercontrolsince 01/2021 · owns less than 5%
- Edward Richard Frick · Chief Executive Officercontrolsince 01/2021 · owns less than 5%
- James Herlein · Chief Financial Officercontrolsince 12/2021 · owns less than 5%
- Lynn Jennifer Hoffman · Chief Operating Officercontrolsince 03/2025 · owns less than 5%
- Paul Robert Hudson · Chairman & Managing Membercontrolsince 05/2015 · owns less than 5%
- Adam Craig Kessler · Chief Investment Officercontrolsince 12/2020 · owns less than 5%
- Anthony Philip Marchetti · Directorcontrolsince 01/2021 · owns less than 5%
- Allen Andrew Osby · Chief Investment Officercontrolsince 09/2025 · owns less than 5%
- Sean David Rich · Chief Compliance Officercontrolsince 04/2021 · owns less than 5%
- Paul Robert Slomin · Chief Risk Officercontrolsince 06/2017 · owns less than 5%
Entity owners
- Integrity Wealth, LLC. · Memberdirect · owns 75% or more
- Integrity Marketing Acquisition, LLC. · Indirect Ownerindirect · owns 75% or more of Integrity Marketing Partners, LLC.
- Integrity Marketing Intermediate, LLC. · Indirect Ownerindirect · owns 75% or more of Integrity Marketing Acquisition, LLC.
- Integrity Marketing Parent, LLC. · Indirect Ownerindirect · owns 75% or more of Integrity Marketing Intermediate, LLC.
- Integrity Marketing Partners, LLC. · Indirect Ownerindirect · owns 75% or more of Integrity Wealth, LLC.
- Integrity, LLC. · Indirect Ownerindirect · owns 75% or more of Integrity Marketing Parent, LLC.
Related persons
Schedule D 7.A
- Integrity Advisory Solutionsinvestment advisernRAUM $1.1B
- Retirement Plan Consultants, LLC.LP sponsorn
- Wealth Managementinvestment advisernRAUM $3.7B
Advisers that list Gladstone Wealth Partners as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Palm Beach Gardens, Fl · principal | 106 | 18 | 4 | ||
| Omaha, Ne | 16 | 2 | 0 | ||
| Bedminster, Nj | 13 | 0 | 0 | ||
| Erie, Pa | 8 | 1 | 0 | ||
| Schaumburg, Il | 8 | 1 | 0 | ||
| Melville, Ny | 6 | 0 | 0 | ||
| Warren, Pa | 5 | 0 | 0 | ||
| Purchase, Ny | 4 | 0 | 0 | ||
| Somers, Ny | 4 | 4 | 0 | ||
| Mount Laurel, Nj | 4 | 0 | 0 | ||
| Red Bank, Nj | 3 | 0 | 0 | ||
| Evansville, In | 3 | 0 | 0 | ||
| Blue Bell, Pa | 3 | 0 | 0 | ||
| Greenwood, In | 3 | 0 | 0 | ||
| Boca Raton, Fl | 3 | 0 | 0 | ||
| Dallas, Tx | 2 | 2 | 0 | ||
| Columbus, Oh | 2 | 0 | 0 | ||
| Hackettstown, Nj | 2 | 0 | 0 | ||
| Indianapolis, In | 2 | 0 | 0 | ||
| San Diego, Ca | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Omaha, NE15 employees
- Bedminster, NJ14 employees
- Schaumburg, IL10 employees
- Fort Mill, SC5 employees
- Melville, NY4 employees
- Erie, PA4 employees
- Red Bank, NJ4 employees
- Indianapolis, IN4 employees
- Blue Bell, PA3 employees
- Warren, PA3 employees
- Evansville, IN3 employees
- Mount Laurel, NJ3 employees
- Pompton Plains, NJ2 employees
- Greenwood, IN2 employees
- Purchase, NY2 employees
- Columbus, IN2 employees
- Bloomington, IN2 employees
- Erie, PA2 employees
- Dickson City, PA2 employees
- Montrose, CO1 employees
- Needham, MA1 employees
- Warwick, RI1 employees
- , 1 employees
- , 1 employees
- Newark, NJ1 employees
ADV anomalies
10 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 10, 2026OSBY, ANDREW, ALLEN (CHIEF INVESTMENT OFFICER) appeared on Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026BALDWIN, EVAN, LASSE (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026HOFFMAN, Jennifer, Lynn (CHIEF OPERATING OFFICER) appeared on Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026KESSLER, CRAIG, ADAM (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026FRICK, RICHARD, EDWARD (CHIEF EXECUTIVE OFFICER) left Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026RICH, DAVID, SEAN (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026SLOMIN, ROBERT, PAUL (CHIEF RISK OFFICER) left Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026MARCHETTI, PHILIP, ANTHONY (DIRECTOR) left Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026HUDSON, ROBERT, PAUL (CHAIRMAN & MANAGING MEMBER) left Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 10, 2026BROTHERS, KEITH, THOMAS (CHIEF OPERATING OFFICER) left Schedule A between the filings of 2024-06-25 and 2026-08-10peers: affiliated wealth managers, $5B to $20B (53)
What changed
consecutive filings, newest first
- Accounts · 17,810 to 18,794Dec 15, 2025 to Mar 31, 2026
- Advisory employees · 107 to 104Dec 15, 2025 to Mar 31, 2026
- BD registered reps · 91 to 86Dec 15, 2025 to Mar 31, 2026
- Charity clients · 7 to 26Dec 15, 2025 to Mar 31, 2026
- Corporate clients · 26 to 41Dec 15, 2025 to Mar 31, 2026
- HNW clients · 2,062 to 2,213Dec 15, 2025 to Mar 31, 2026
- Individual clients · 5,805 to 6,089Dec 15, 2025 to Mar 31, 2026
- Pension plan clients · 10 to 14Dec 15, 2025 to Mar 31, 2026
- Assets in custody · $1.0B to $2.8BDec 15, 2025 to Mar 31, 2026
- Employees · 163 to 186Dec 15, 2025 to Mar 31, 2026
- State-registered IARs · 107 to 104Dec 15, 2025 to Mar 31, 2026
- Other offices · 43 to 51Dec 15, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.9B to $5.7BDec 15, 2025 to Mar 31, 2026
- HNW RAUM · $3.3B to $3.8BDec 15, 2025 to Mar 31, 2026
- Individual RAUM · $1.6B to $1.8BDec 15, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $14.5M to $15.8MDec 15, 2025 to Mar 31, 2026
- Pension RAUM · $3.8M to $4.5MDec 15, 2025 to Mar 31, 2026
- RAUM · $4.9B to $5.7BDec 15, 2025 to Mar 31, 2026
- Related broker-dealer · false to trueDec 15, 2025 to Mar 31, 2026
- Wrap assets (manager) · $0 to $176MDec 15, 2025 to Mar 31, 2026
- Wrap assets (sponsor) · $0 to $229MDec 15, 2025 to Mar 31, 2026
- Financial planning clients · 101-250 to 101-250Mar 31, 2025 to Jun 25, 2025
- Accounts · 15,270 to 17,810Dec 16, 2024 to Mar 31, 2025
- Advisory employees · 104 to 107Dec 16, 2024 to Mar 31, 2025
- BD registered reps · 92 to 91Dec 16, 2024 to Mar 31, 2025
- Corporate clients · 22 to 26Dec 16, 2024 to Mar 31, 2025
- HNW clients · 1,584 to 2,062Dec 16, 2024 to Mar 31, 2025
- Individual clients · 4,913 to 5,805Dec 16, 2024 to Mar 31, 2025
- Pension plan clients · 9 to 10Dec 16, 2024 to Mar 31, 2025
- Assets in custody · $844M to $1.0BDec 16, 2024 to Mar 31, 2025
- Employees · 104 to 163Dec 16, 2024 to Mar 31, 2025
- Insurance-licensed employees · 2 to 9Dec 16, 2024 to Mar 31, 2025
- State-registered IARs · 104 to 107Dec 16, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.0B to $4.9BDec 16, 2024 to Mar 31, 2025
- HNW RAUM · $2.7B to $3.3BDec 16, 2024 to Mar 31, 2025
- Individual RAUM · $1.3B to $1.6BDec 16, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $14.0M to $14.5MDec 16, 2024 to Mar 31, 2025
- Pension RAUM · $2.3M to $3.8MDec 16, 2024 to Mar 31, 2025
- RAUM · $4.0B to $4.9BDec 16, 2024 to Mar 31, 2025
- HQ city · BOCA RATON to PALM BEACH GARDENSJul 2, 2024 to Sep 4, 2024
Signals
60 dated events
- James Earl Taylor registered as an investment adviser representative at Gladstone Wealth PartnersSep 14, 2026 · Advisor registered · fact
- 2 advisors left Aurora Wealth Advisors (San Diego, CA) for Gladstone Wealth Partners on the same dayAug 11, 2026 · Team lift-out · derived
- Gladstone Wealth Partners reported 51 offices beyond its principal office, up from 43 (2025-12-15 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- Richard Edward Frick left Gladstone Wealth Partners for Integrity Alliance, Llc (registered 2026-03-26)Mar 27, 2026 · Advisor changed firm · fact
- Alexis Hart Carrasquel no longer registered at Gladstone Wealth Partners; no later IA registration on IAPDMar 18, 2026 · Advisor departure · fact
- Patrick Wade Beauchamp no longer registered at Gladstone Wealth Partners; no later IA registration on IAPDMar 18, 2026 · Advisor departure · fact
- Marites De Leon Velena left Gladstone Wealth Partners for Lpl Financial Llc (registered 2026-02-12)Feb 13, 2026 · Advisor changed firm · fact
- Joshua Barrett Diamond left Gladstone Wealth Partners for Lpl Financial Llc (registered 2020-02-21)Nov 20, 2025 · Advisor changed firm · fact
- Derek J Podolak left Gladstone Wealth Partners for Solyco Wealth Llc (registered 2025-11-20)Nov 13, 2025 · Advisor changed firm · fact
- Cristina M. Jimenez left Gladstone Wealth Partners for Strategic Advisers Llc (registered 2026-02-17)Nov 7, 2025 · Advisor changed firm · fact
- Adam Anthony Vega left Gladstone Wealth Partners for Avance Private Wealth Llc (registered 2025-06-23)Oct 31, 2025 · Advisor changed firm · fact
- Michael S Gregory left Gladstone Wealth Partners for Wealth Enhancement Advisory Services, Llc (registered 2025-09-17)Oct 2, 2025 · Advisor changed firm · fact
- Marni Handel left Gladstone Wealth Partners for The Herbst Group, Llc (registered 2025-10-29)Sep 11, 2025 · Advisor changed firm · fact
- James Franklin Liddington left Gladstone Wealth Partners for Vanguard Advisers, Inc. (registered 2026-01-27)Sep 5, 2025 · Advisor changed firm · fact
- Lindsey Marie Bessant left Gladstone Wealth Partners for Lpl Financial Llc (registered 2025-09-04)Sep 5, 2025 · Advisor changed firm · fact
- David Sean Rich left Gladstone Wealth Partners for Financial Resources Group Investment Services, Llc (registered 2022-08-15)Sep 5, 2025 · Advisor changed firm · fact
- Jeffrey Orlouski left Gladstone Wealth Partners for Lpl Financial Llc (registered 2025-09-08)Sep 5, 2025 · Advisor changed firm · fact
- Christopher L Zehetmaier left Gladstone Wealth Partners for Equitable Advisors, Llc (registered 2025-09-22)Aug 4, 2025 · Advisor changed firm · fact
- Jose Alexander Bonilla left Gladstone Wealth Partners for Lpl Financial Llc (registered 2025-06-27)Jul 7, 2025 · Advisor changed firm · fact
- Pasquale Giannella left Gladstone Wealth Partners for Lpl Financial Llc (registered 2025-07-01)Jul 3, 2025 · Advisor changed firm · fact
- Andrew Evan Karasyk left Gladstone Wealth Partners for Wells Fargo Advisors (registered 2025-04-09)May 2, 2025 · Advisor changed firm · fact
- Andrew S. Luehs left Gladstone Wealth Partners for J.P. Morgan Securities Llc (registered 2025-01-07)Dec 16, 2024 · Advisor changed firm · fact
- Rosanna Coviello left Gladstone Wealth Partners for Ubs Financial Services Inc. (registered 2024-07-30)Jul 9, 2024 · Advisor changed firm · fact
- Berton Robert Brown left Gladstone Wealth Partners for Creativeone Wealth, Llc (registered 2025-01-21)Mar 25, 2024 · Advisor changed firm · fact
- Jason Klein left Gladstone Wealth Partners for Farther (registered 2024-08-08)Mar 5, 2024 · Advisor changed firm · fact
- Zachary Hamilton Otey left Gladstone Wealth Partners for Integrity Alliance, Llc (registered 2024-02-20)Feb 20, 2024 · Advisor changed firm · fact
- 2 advisors left Bridgeway Wealth Partners, LLC (New York, NY) for Gladstone Wealth Partners on the same dayDec 31, 2023 · Team lift-out · derived
- Eric Michael Mulligan left Gladstone Wealth Partners for U.S. Bancorp Investments, Inc. (registered 2023-11-28)Nov 16, 2023 · Advisor changed firm · fact
- Braylin Mensik left Gladstone Wealth Partners for Rbc Capital Markets, Llc (registered 2024-02-23)Oct 10, 2023 · Advisor changed firm · fact
- Gladstone Wealth Partners reported 41 offices beyond its principal office, down from 48 (2023-08-22 to 2023-09-29)Sep 29, 2023 · Office count change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/GLADSTONE-WEALTH-GROUPreportedpublic record, Form ADV, Sep 17, 2026
- Website
- WHYWOULDYOUSTAY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (908)-719-1313reportedpublic record, Form ADV, Aug 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $54.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026