Gladstone Wealth Partners Revenue
Financial Services • 
Bedminster, New Jersey, United States • 51-100 Employees
Gladstone Wealth Partners revenue & valuation
| Annual revenue | $18,700,000 |
| Revenue per employee | $317,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $59,900,000 |
| Total funding | No funding |
Key Contacts at Gladstone Wealth Partners
Scott E. Howell
Managing Director/Private Wealth Advisor
Joseph Napolitano
Compliance Director
Todd Shagin
Managing Director/ Private Wealth Advisor/ Portfolio Manager
Phil Marchetti
Managing Director
Jill Cline
Director Of Onboarding And Integrations
Jaime Ploscowe
Director, Advisor Operations
Andrew Wayt
Director Of Advisor Growth & Development
Jay Weinberg
Managing Director
Derren Burse
Director Advisor Growth And Development
Jody Moconnor
Director Of Marketing And Development
Company overview
| Headquarters | 1545 US-206, Suite 300, Bedminster, New Jersey 07921, US |
| Phone number | +19087191331 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Employees | 51-100 |
| Socials |
Gladstone Wealth Partners Email Formats
Gladstone Wealth Partners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 48.2% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 24.1% |
{first name}@company.com | john@company.com | 12.4% |
{last name}.{first name}@company.com | doe.john@company.com | 8.9% |
{first name}{last name}@company.com | johndoe@company.com | 6.4% |
About Gladstone Wealth Partners
At Gladstone Wealth Partners, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you reach the goals and objectives you have set for your family’s financial future. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.gladstonewealth.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Gladstone Wealth Partners has 32 employees across 6 departments.
Departments
Number of employees
Funding Data
Gladstone Wealth Partners has never raised funding before.
Gladstone Wealth Partners Tech Stack
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