# Gladstone Wealth Partners

> Gladstone Wealth Partners is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 250787
- Filed as: GLADSTONE WEALTH PARTNERS
- 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)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/250787
- AdvisorCensus page: https://advisorcensus.com/firm/gladstone-wealth-partners-palm-beach-gardens-fl-250787

## Quick answers

**How is Gladstone Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Gladstone Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Gladstone Wealth Partners located?**
Gladstone Wealth Partners' principal office is in Palm Beach Gardens, FL, according to its Form ADV; the October 2026 filing also lists 40 other offices (Schedule D, Section 1.F).

**Is Gladstone Wealth Partners registered with the SEC or a state?**
Gladstone Wealth Partners is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 250787.

**How much does Gladstone Wealth Partners manage?**
Gladstone Wealth Partners reports $5,683,810,586 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Gladstone Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Gladstone Wealth Partners: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gladstone Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,089); high net worth individuals (2,213); corporations or other businesses not listed above (41).

**Which custodians does Gladstone Wealth Partners use?**
Gladstone Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Gladstone Wealth Partners report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation), 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction), and 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/250787

**What changed in Gladstone Wealth Partners' recent Form ADV filings?**
In the October 2026 filing data: 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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $5,683,810,586
- Discretionary: $5,668,051,946
- Non-discretionary: $15,758,640

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6,089 | $1,823,022,469 |
| High net worth individuals | 2,213 | $3,782,793,574 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $623,309 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $4,477,949 |
| Charitable organizations | 26 | $7,405,468 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $193,033 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 41 | $65,294,784 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 186 total, 104 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/250787

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bedminster, NJ
- Bloomington, IN
- Blue Bell, PA
- Carroll, IA
- Charlotte, NC
- Columbus, IN
- Columbus, OH
- Corona, CA
- Cranberry, PA
- Dallas, TX
- Dickson City, PA
- Erie, PA
- Evansville, IN
- Flemington, NJ
- Greenwood, IN
- Hackettstown, NJ
- Indianapolis, IN
- Las Vegas, NV
- Medford, NJ
- Melville, NY
- Montrose, CO
- Morristown, NJ
- Mount Laurel, NJ
- Naples, FL
- Needham, MA
- Newark, NJ
- Omaha, NE
- Paramus, NJ
- Purchase, NY
- Red Bank, NJ
- San Angelo, TX
- San Diego, CA
- Schaumburg, IL
- Somers, NY
- Southlake, TX
- Stockbridge, GA
- Warren, PA
- Warwick, RI
- Westport, CT
- White Plains, NY

### Websites listed on Form ADV (Item 1.I)
- gladstonewealth.com
- whywouldyoustay.com
- Facebook @GLADSTONEWEALTH
- Instagram @gladstonewealthpartners
- LinkedIn @GLADSTONE-WEALTH-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,485,757,374 | 65 | September 8, 2021 |
| October 2022 | $4,006,257,615 | 107 | September 16, 2022 |
| October 2023 | $3,538,625,432 | 101 | September 29, 2023 |
| October 2024 | $4,003,875,594 | 104 | September 26, 2024 |
| October 2025 | $4,943,971,956 | 163 | June 25, 2025 |
| October 2026 | $5,683,810,586 | 186 | September 24, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### September 2026
- Added an office in Naples, FL.
- No longer lists an office in Mooresville, NC.

### July 2026
- Added the business name The Peacock Group, Inc..
- Added an office in San Angelo, TX.

### May 2026
- Added the business name Freedom Investment Management Group.

### 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.

### January 2026
- Added an office in Mooresville, NC.
- No longer lists an office in Canonsburg, PA.

### November 2025
- Added the business name Aurora Wealth Advisors.
- Added an office in San Diego, CA.
- Added an office in White Plains, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gladstone Wealth Partners (CRD 250787): Form ADV filing data as of October 2026.