GRADIENT SECURITIES, LLC
DBA: GRADIENT WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $607.9M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $607.9M |
| Client Accounts | 5,848 |
| Avg Account Size | $104K |
| Employees | 67 |
| Peak AUM | $607.9MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $608M | +2.8% | +14.6% | +13.3% | |
| Non-Disc. AUM | $608M | ||||
Key Metrics
| Total AUM | $607.9M |
| Discretionary | $0 |
| Employees | 67 |
| Client Accounts | 5848 |
| Client Range | 1-10 |
Contact & Location
Address
4105 LEXINGTON AVENUE N
ARDEN HILLS MN 55126
Phone
866-991-1539
Filing History
65 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$608M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Aug 2015
•Investment adviser bar/suspension
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserInsurance CompanyPension Consultant