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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gradient Investments LLC
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| CRD # | 141726 |
| SEC # | 801-70812 |
| CIK # | 0001542265 |
| AUM | $6.6 B (2025-05-13) |
| Employees | 40 (38% Investors, 0% Brokers) |
| Phone | 888-824-3525 |
| Address | 4105 Lexington Avenue North Arden Hills, MN 55126 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| World Currency Gold Trust | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23,431 | 4.7 |
| (b) Individuals (high net worth individuals) | 1,108 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67,502 | 6.6 |
| By Discretionary | ||
| Discretionary | 67,502 | 6.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67,502 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.6 | |
| Total | 67,502 | 6.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001542265] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Empirical Financial Services LLC
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|
WA | 6.7 |
|
Callan Family Office LLC
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|
PA | 6.7 |
|
Hardman Johnston Global Advisors LLC
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|
CT | 6.7 |
|
Provident Trust Company
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|
WI | 6.6 |
|
Human Interest Advisors LLC
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|
CA | 6.6 |
|
First National Advisers LLC
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|
NE | 6.6 |
|
Carnegie Capital Asset Management LLC
✚
|
OH | 6.5 |
|
Sagespring Wealth Partners
✚
|
TN | 6.5 |
|
Aldrich Wealth Limited Partnership
✚
|
OR | 6.5 |
|
Ritholtz Wealth Management
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|
NY | 6.5 |