Wealth manager, wrap-program sponsor · Palm Beach Gardens, FL
Gladstone Wealth Partners
Gladstone Institutional Advisory LLC · SEC-registered investment adviser · CRD 250787 · SEC 801-101532
At a glance
Gladstone Wealth Partners is an SEC-registered investment adviser based in Palm Beach Gardens, Florida, with $5.7 billion in regulatory assets under management as of its Form ADV filed September 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 8,302 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 287th of 8,915 wealth managers and 1,926th of 17,210 SEC-registered advisers by assets.
Main office 908-719-1313gladstonewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.7B
- Rank among wealth managers
- #287 of 8,915
- Rank among all SEC RIAs
- #1,926 of 17,210
- Rank in Florida
- #75 of 1,090
- Individual clients
- 8,302
- High-net-worth clients
- 2,213
- Accounts
- 18,794
- Discretionary
- 100% of AUM
- Employees
- 186
- Advisory staff
- 104
- Offices
- 52
Owners and executives on its Form ADV
- Kristopher BonocorePresident
- James HerleinChief Financial Officer
- Evan L. BaldwinChief Compliance Officer
- Jennifer L. HOFFMANChief Operating Officer
- Andrew Allen OsbyChief Investment Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Gladstone Wealth Partners is a hybrid RIA: 86 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Integrity Alliance, LLC.
- Integrity Alliance, LLC ↗CRD 139627
Its Form ADV brochure (filed September 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
recommend their own services, including products and services offered through Gladstone and in their individual capacities as insurance agents , as registered representatives of LPL, and/or other professionals to implement recommendations.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,213 | $3.8B | 67% |
| Individuals | 6,089 | $1.8B | 32% |
| Corporations or other businesses | 41 | $65M | 1% |
| Charitable organizations | 26 | $7M | <1% |
| Pension and profit sharing plans | 14 | $4M | <1% |
| Investment companies | 1 | $1M | <1% |
| Other investment advisers | 1 | $0M | <1% |
Disciplinary disclosures
Gladstone Wealth Partners answers yes to 15 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗gladstonewealth.com ↗
AtlasMembers
The full record on Gladstone Wealth Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 731 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Gladstone Wealth Partners manage?
Gladstone Wealth Partners reports $5.7 billion in regulatory assets under management across 18,794 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 24, 2026.
What kind of firm is Gladstone Wealth Partners?
Gladstone Wealth Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Gladstone Wealth Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($3.8 billion, 2,213 clients); individuals ($1.8 billion, 6,089 clients); corporations or other businesses ($65 million, 41 clients).
Does Gladstone Wealth Partners have any disciplinary history?
Gladstone Wealth Partners answers yes to 15 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Gladstone Wealth Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →