Gradient Wealth Management
Arden Hills, MN·SEC-registered · CRD #127701
Gradient Wealth Management is an SEC-registered investment advisory firm in Arden Hills, MN managing $608M across 12k client accounts, with 67 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$608M
Client accounts
12k
Advisory staff
67
Fee model
Fee-based
How Gradient Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL GRADIENT WEALTH MANAGEMENT
See how Gradient compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Gradient Wealth Management. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Gradient Wealth Management? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Gradient Wealth Management
How much does Gradient Wealth Management manage?
Per its most recent SEC Form ADV filing (04/13/2026), Gradient Wealth Management reports $608M in regulatory assets under management across roughly 12k client accounts.
How does Gradient Wealth Management charge?
Gradient Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Gradient Wealth Management a fiduciary?
Yes. Gradient Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #127701), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Gradient Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Gradient Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Arden Hills, MN
Profile compiled from Gradient Wealth Management's public SEC Form ADV filing (CRD #127701, filed 04/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Gradient Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Gradient Wealth Management? Claim this profile.