GLADWYN FINANCIAL ADVISORS, INC.

GLADWYN FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser (CRD 135544). Regulatory assets under management: $169.0M.

Registration

• CRD: 135544
• SEC file number: 801-131574
• Type: Registered investment adviser
• Phone: 703-810-8424
• Latest filing: 2026-01-22
• Regulatory AUM: $169.0M
• Discretionary AUM: $149.1M
• Non-discretionary AUM: $19.9M
• Clients: 3
• Accounts: 360

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135544 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search