CRD: 250787
Gladstone Wealth Partners
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2015
- Office Locations
- 46
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.
Reported data analysis
What the numbers show
Between December 15, 2025 and June 23, 2026, reported AUM increased 15.0%, from $4.9B to $5.7B.
Across 5 reported observations, AUM increased 41.9% between December 7, 2022 and June 23, 2026, from $4.0B to $5.7B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 104 advisory representatives and 8,430 clients, or 81.1 clients per representative. That equates to $674.2K in reported AUM per client.
The profile lists 46 reported office locations and 11 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gladstone Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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MICHAEL JOSEPH AGRIESTI
Registered Representative
- CRD
- #3165835
JEFFERY LEE AHRENS
Partner
- CRD
- #4310343
Showing 2 of 138 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 |
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Separately Managed Accounts
SMA allocation detail is available
Gladstone Wealth Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Gladstone Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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