firm profile
Gladstone Wealth Partners
Overview
Gladstone Wealth Partners is an SEC registered investment adviser based in Palm Beach Gardens, FL, registered since 2015. It reports $5.7B in assets under management across 18,794 accounts, with 186 employees. It has 98 investment adviser representatives.
- Reported AUM
- $5.7B
- Discretionary
- 100%
- Accounts
- 18,794
- Average account
- $302K
- Employees
- 186
- Advisory reps
- 98
- Registered since
- 2015
- Jurisdictions
- 50
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Kristopher Bonocore President CRD 4361102
- Andrew Allen Osby Chief Investment Officer CRD 4202621
- Evan Lasse Baldwin Chief Compliance Officer CRD 4732810
2 more executive officers, with direct contact details
Advisory reps 3 of 98
- Michael J Agriesti Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3165835
- Jeffery Lee Ahrens Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4310343
- Evan Lasse Baldwin Registered Rep · Investment Adviser Rep CRD 4732810
95 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2000 Pga Blvd Ste 4440
Palm Beach Gardens, FL 33408 - County
- Palm Beach
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 50 jurisdictions
- Website: whywouldyoustay.com
Every state, with registration dates
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