Gladstone Wealth Partners

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated August 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$5,683,810,586 as of October 2026, filing dated September 24, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)
• Other

Legal name

Gladstone Institutional Advisory LLC

Also doing business as

AFFINITY WEALTH MANAGEMENT GROUP, AURORA WEALTH ADVISORS, BLUESTONE WEALTH ADVISORS, FOCUSED WEALTH, LLC., FREEDOM INVESTMENT MANAGEMENT GROUP, GLADSTONE CAPITAL MANAGEMENT, GLADSTONE WEALTH GROUP, HOFFMAN FINANCIAL STRATEGIES, INTEGRITY POINT ADVISORS, INTEGRITY WEALTH, INVESTMENT BY PLANNERS, IRUS WEALTH MANAGEMENT, KEY FINANCIAL ADVISORS, LLC, MCKEE FINANCIAL RESOURCES INC., MCKEE WEALTH MANAGEMENT INC., PEAK WEALTH PARTNERS, PINNACLE WEALTH MANAGEMENT, PLATINUM WEALTH ADVISORS, PUZZLE ICS, PUZZLE WEALTH SOLUTIONS, LLC, SILVERLEAF WEALTH MANAGEMENT, STAGE WEALTH MANAGEMENT, SYMMETRY WEALTH ADVISORY GROUP, THE PEACOCK GROUP, INC.

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (11 years)

Employees

Total: 186. Performing investment advisory functions: 104.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

40 other offices, as of the October 2026 filing

Bedminster, NJBloomington, INBlue Bell, PACarroll, IACharlotte, NCColumbus, INColumbus, OHCorona, CACranberry, PADallas, TXDickson City, PAErie, PAEvansville, INFlemington, NJGreenwood, INHackettstown, NJIndianapolis, INLas Vegas, NVMedford, NJMelville, NYMontrose, COMorristown, NJMount Laurel, NJNaples, FLNeedham, MANewark, NJOmaha, NEParamus, NJPurchase, NYRed Bank, NJSan Angelo, TXSan Diego, CASchaumburg, ILSomers, NYSouthlake, TXStockbridge, GAWarren, PAWarwick, RIWestport, CTWhite Plains, NY

States registered or notice-filed

50 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

3 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?
• 11.F Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,485,757,374 in the October 2021 data and $5,683,810,586 in the October 2026 data, up 283%.

Total employees: 65 in October 2021 and 186 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • No longer lists the business name Avance Private Wealth Management.
   • Added the business name Stage Wealth Management.
   • Changed its office addresses in San Diego, CA.
   • Added an office in Somers, NY.
2. September 2026
   • Added an office in Naples, FL.
   • No longer lists an office in Mooresville, NC.
3. July 2026
   • Added the business name The Peacock Group, Inc..
   • Added an office in San Angelo, TX.
4. May 2026
   • Added the business name Freedom Investment Management Group.
5. April 2026
   • Employees performing advisory functions went from 107 to 104.
   • Regulatory assets under management went from $4,943,971,956 to $5,683,810,586 (+15%).
   • Added an office in Dallas, TX.
6. January 2026
   • Added an office in Mooresville, NC.
   • No longer lists an office in Canonsburg, PA.
7. November 2025
   • Added the business name Aurora Wealth Advisors.
   • Added an office in San Diego, CA.
   • Added an office in White Plains, NY.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.