Adviser Profile

As of Date 01/22/2026
Registration SEC, Approved, 12/04/2024
Other registrations (4)
Former registrations

GLADWYN FINANCIAL ADVISORS, INC.

Contact Info 703 xxxxxxx
Websites
AUM* 169,000,000 19%
of that, discretionary 149,100,000 19%
Number of Employees 3 200%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 469,444 -68%
% High Net Worth 47.96% -11%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

149M 128M 107M 85M 64M 43M 21M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees