Gradient Wealth Management
Gradient Wealth Management is an SEC-registered mass-market adviser in Arden Hills, MN with $607.9M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Gradient Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127701, SEC 801-80807, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $607.9M (2026-04-13)
- Firm type
- Mass-Market Adviser
- Location
- Arden Hills, MN
- Employees
- 67
- Clients
- 4,553
- CRD
- 127701
- Ownership
- LUCIUS, TAMI JEAN; STOVALL, NICHOLAS EDWARD; LEFLAR, CHARLES DAVID; SIEPMANN, KLAUS HERBERT; REMME, BRIAN ANDREW
How much AUM does Gradient Wealth Management have?
Gradient Wealth Management reported $607.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Gradient Wealth Management?
Disclosed owners and executives of Gradient Wealth Management include LUCIUS, TAMI JEAN, STOVALL, NICHOLAS EDWARD, LEFLAR, CHARLES DAVID, SIEPMANN, KLAUS HERBERT, REMME, BRIAN ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.