Gradient Wealth Management

$607.9MAssets under management
as of Apr 2026 · SEC Form ADV
Arden Hills, MN
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Tech stack

No one at Gradient Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
RBC
Per Form ADV · $138M held · filed Apr 2024
SEI
Per Form ADV · $137M held · filed Apr 2024
Schwab
Per Form ADV · $96M held · filed Apr 2024
Folio
Per Form ADV · $81M held · filed Apr 2024