Altin Tirana

Gladstone Wealth Partners

21 Years of Experience

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Firm Information

Gladstone Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

97 advisors

Number of Clients

7,910 clients

Average Client Portfolio

$625K average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:None

Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

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Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

February 2024

Final

Regulatory

March 2023

Final

Regulatory

January 2023

Final

Employment Separation After Allegations

July 2020

Customer Dispute

May 2018

Settled

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Other Business Activities

Altin spends all of his time working with Gladstone Wealth Group and Gladstone Institutional Advisory, LLC, providing investment advisory services. He also manages Altin Tirana LLC, a business entity for tax/investment purposes, dedicating minimal time to it.