Gradient Investments, LLC
● SEC registered since 2009CRD 141726SEC# 801-70812Arden Hills, MN
Reg. AUM
$8.2B
Employees
41
Accounts
77,311
Location
Arden Hills, MN
Gradient Investments, LLC assets under management
Gradient Investments, LLC operates as an SEC-registered investment adviser based in Arden Hills, MN. The firm has been registered since 2009. It reports $8.2 billion in regulatory assets under management and employs 41 people.
Gradient Investments, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gradient Distributions, LLC | Member | 10-25% | 2025 |
| Lucius Family Revocable Trust Control | Member | 50-75% | 2025 |
| Meraki Private Equity, LLC Control | Member | 10-25% | 2025 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Gradient Investments, LLC manage?
Gradient Investments, LLC reports $8.2 billion in regulatory assets under management on its Form ADV.
How many employees does Gradient Investments, LLC have?
Gradient Investments, LLC reports 41 employees.
Where is Gradient Investments, LLC located?
Gradient Investments, LLC is based in Arden Hills, MN and has been SEC-registered since 2009.
Does Gradient Investments, LLC disclose fund performance?
Gradient Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126 |
| Phone | 888-824-3525 |
| Fax | 651-212-2566 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$8.2B▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$8.2Bregulatory AUM
Discretionary $8.2B