GRADIENT WEALTH MANAGEMENT

4105 Lexington Avenue N
Suite 380
Arden Hills, Minnesota 55126
Tel: 866-991-1539

About GRADIENT WEALTH MANAGEMENT

GRADIENT WEALTH MANAGEMENT, formally registered with the SEC as GRADIENT WEALTH MANAGEMENT. The firm was established in 01/08/2015. They have over 39 offices throughout the country.

GRADIENT WEALTH MANAGEMENT is a Arden Hills, Minnesota based Financial Planning firm with nearly $475,170,843 assets under management, offering retirement planning & investment advisory services to 6625 clients. The firm is staffed with 62 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127701
SEC#	801-80807
Assets Managed by Firm	$475,170,843
No. of Clients	6625
No. of Advisors	62

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6625	$475,170,843
Individuals (other than high net worth individuals)	3249	$365,059,330
High net worth individuals	150	$105,385,986
Pension and profit sharing plans	2	$1,787,290
Corporations or other businesses	5	$2,938,237

More Retirement Planning firms in Arden Hills, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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