Palm Beach Gardens, FL logo

Palm Beach Gardens, FL Office

Team
Updated today
Gladstone Wealth Partners logo

Gladstone Wealth Partners

Multi-team

Firm-wide stats for Gladstone Wealth Partners

Total advisors

99

Across 40 offices

Clients per advisor

84 High

Avg AUM per client

$675,237 Typical

HNW client ratio

27% High

About

Gladstone Wealth Partners serves individuals (including high‑net‑worth clients), corporations, pension and profit‑sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third‑party manager/TAMP solutions.

Investment approaches are implemented at the representative level and can include individual equities and bonds, mutual funds and ETFs, alternative investments, model portfolios, direct indexing, and tax‑managed strategies; Gladstone’s Investment Committee performs platform‑level and program‑specific due diligence on sub‑advisers and model providers. The firm also provides participant‑level ERISA Section 3(21) services via third‑party technology platforms to manage held‑away retirement accounts on a limited discretionary basis.

Compared with many multi‑team peers, Gladstone is notable for its explicit integration of retirement‑plan service delivery and institutional manager relationships (including a material sub‑adviser relationship used in its GCM program). The firm’s most recent Form ADV amendment discloses a number of material changes clarifying ERISA roles, program structures, and adviser/sub‑adviser and custodian compensation arrangements, a level of disclosure that is less common among similar firms.

Based on Gladstone Wealth Partners

Expertise

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management

Based on Gladstone Wealth Partners

Occupation focus

Founder/Business Owner Executive

Based on Gladstone Wealth Partners

Demographic focus

HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals

Based on Gladstone Wealth Partners

Location

2000 Pga Blvd., Suite 4440

Palm Beach Gardens FL 33408

Advisors at this office

7

Advisors at this office

user avatar

Antonio T

CFP®, Series 63

Palm Beach Gardens, FL

Gladstone Wealth Partners

Antonio Taddeo is a CFP®-certified financial advisor with 13 years of industry experience, currently with Gladstone Wealth Partners since 2025. He previously worked for Financial Planning Associates, LLC from 2012 to 2025. Outside of his advisory role, Taddeo is involved in insurance sales and has managed property-related administrative duties as a partner in a rental property business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and financial planning with investment approaches including individual equities, mutual funds, alternative investments, and tax-managed strategies, supported by platform-level due diligence and integrated retirement-plan services.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar

Keith B

Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners

Keith Brothers is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Capital One Financial Advisors LLC, and LPL Financial. Outside of his advisory role, he owns C & Co. Growth Partners, a tax preparation and accounting business, and HBFM Yacht Company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, offering diverse investment strategies implemented at the representative level and supported by platform-level due diligence.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar

Joseph R

Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners

Joseph Riccelli is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Gladstone Wealth Partners and LPL Financial since 2017 and was previously with PNC Investments from 2005 to 2017. Riccelli also operates Gladstone Wealth Group, an independent investment advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches implemented at the representative level and supported by firm-wide due diligence on sub-advisers and models.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar

Robert M

CFP®, Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners

Robert Mammana is a CFP®-designated financial advisor with five years of industry experience. He currently works with Gladstone Wealth Partners and has held prior roles at LPL Financial, Fidelity Investments, Merrill, and several other firms. Outside of advisory work, Mammana has been involved with Fortis Protection Group as a security agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar

Robert H

Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners

Robert Hudson III is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL. He holds a Series 66 designation and has 22 years of industry experience. Hudson has been associated with Gladstone Institutional Advisory LLC since 2015 and operates R. P. Hudson Capital Advisors alongside his work with LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar

Joshua M

Series 63, Series 65

Palm Beach Gardens, FL

Gladstone Wealth Partners

Joshua Mcglothlin is a financial advisor at Gladstone Wealth Partners with 9 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cambridge Investment Research Advisors, JPMorgan Chase Bank, and Fifth Third Bank. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
user avatar

David H

CFP®

Palm Beach Gardens, FL

Gladstone Wealth Partners

David Hannay is a CFP® professional with 16 years of industry experience. He has been with Gladstone Wealth Partners since 2017, following seven years at Henry & Hannay Wealth Management. Outside of advisory services, he operates Hannay Financial Services, LLC, providing tax return preparation for individuals, partnerships, and S corporations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on retirement-plan service delivery and institutional manager relationships.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)