← Back to searchVisit website
GLADWYN FINANCIAL ADVISORS, INC.
CRD 135544 · SEC 801-131574
VA, United States
Phone
703-810-8424
Fax
703-991-5519
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.0M
Discretionary AUM
$149.1M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $26.1M |
| High net worth individuals | 47 | $142.9M |
States served
VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD