Trustee · Gradient Wealth Management
Charles Edward Lucius
CRD 1012912 · Named on Form ADV at one SEC-registered adviser
At a glance
Gradient Wealth Management, an SEC-registered broker-dealer firm based in Arden Hills, MN with $608 million in regulatory assets, lists Charles Edward Lucius on its Form ADV as Trustee, a control person.
Firms and roles
- Gradient Wealth ManagementTrusteeBroker-dealer firm · Arden Hills, MN · $608M in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert Scott NelsonPresident & Elected Manager, Gradient Wealth Management
- Brian Andrew RemmeChief Compliance Officer, Gradient Wealth Management
- Jamie Lee JochumFinop, Gradient Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.