Gradient Advisors, LLC
Gradient Advisors, LLC is an SEC-registered mass-market adviser in Arden Hills, MN with $289.3M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Gradient Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152665, SEC 801-71000, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $289.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Arden Hills, MN
- Employees
- 173
- Clients
- 2,152
- CRD
- 152665
- Ownership
- LUCIUS, CHARLES, EDWARD; FOLEY, JEFFREY, ALLEN; STECHER, GREGORY, JAMES; PETERS, CATHERINE, ANN; SIEPMANN, KLAUS, HERBERT
How much AUM does Gradient Advisors, LLC have?
Gradient Advisors, LLC reported $289.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Gradient Advisors, LLC?
Disclosed owners and executives of Gradient Advisors, LLC include LUCIUS, CHARLES, EDWARD, FOLEY, JEFFREY, ALLEN, STECHER, GREGORY, JAMES, PETERS, CATHERINE, ANN, SIEPMANN, KLAUS, HERBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.