CRD: 250787
Gladstone Wealth Partners
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2015
- Office Locations
- 48
Office Locations
About Gladstone Wealth Partners
Gladstone Wealth Partners is a retail and institutional RIA that provides planning-led wealth management, meeting clients where they are and emphasizing coaching and investor education tools. The firm builds portfolios using public funds and ETFs alongside fixed income, and supports model portfolio implementation via platforms such as Envestnet and iCapital. Its multi-office footprint and custody relationships including Schwab can be relevant for distribution partnerships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EVAN LASSE BALDWIN
Chief Compliance Officer
- CRD
- #4732810
- Ownership
- Less than 5%
KRISTOPHER BONOCORE
President
- CRD
- #4361102
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
MICHAEL JOSEPH AGRIESTI
Registered Representative
- CRD
- #3165835
JEFFERY LEE AHRENS
Partner
- CRD
- #4310343
Showing 2 of 142 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,668,051,946 | $303,348 |
| Non-Discretionary | $15,758,640 | $144,575 |
| Total | $5,683,810,586 | $302,427 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing