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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Gradient Advisors LLC
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| CRD # | 152665 |
| SEC # | 801-71000 |
| CIK # | |
| AUM | $218.6 M (2025-07-03) |
| Employees | 169 (100% Investors, 1% Brokers) |
| Phone | 877-885-0508 |
| Address | 4105 Lexington Avenue N Arden Hills, MN 55126 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,167 | 133.5 |
| (b) Individuals (high net worth individuals) | 53 | 84.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,222 | 218.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3,222 | 218.6 |
| Total | 3,222 | 218.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.6 | |
| Total | 3,222 | 218.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Galleria Financial Advisors LLC
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GA | 0.2 |
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FDI Wealth Management LLC
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FL | 0.2 |
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Bruce G Allen Investments LLC
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CO | 0.2 |
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Addis & Hill Incorporated
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PA | 0.2 |
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KRAL Financial Advisors LLC
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0.2 | |
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Magnolia Capital Management Ltd
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NY | 0.2 |
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CFO Capital Management LLC
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CT | 0.2 |
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Global Financial Advisory Services Inc
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CA | 0.2 |
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Kempner Capital Management Inc
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TX | 0.2 |
|
Marest Capital LLC
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CA | 0.2 |