RIA Intelligence

GRADIENT SECURITIES, LLC

Legal name: GRADIENT WEALTH MANAGEMENT

CRD #127701 SEC #801-80807 ARDEN HILLS, MN 866-991-1539
SEC Registered Broker-Dealer Disclosures
Total AUM
$591.1M
Discretionary
$0
Employees
62
Clients
1
Accounts
7,322
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 23, 2025
Branch Offices
38

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JOCHUM, JAMIE LEEIFINOPNA
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & MANAGING MEMBERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & ELECTED MANAGERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & ELECTED MANAGERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & ELECTED MANAGERNA Control
LEFLAR, CHARLES DAVIDIPRESIDENT & ELECTED MANAGERNA Control
LUCIUS, CHARLES EDWARDIOWNER MERAKI PRIVATE EQUITY, LLCNA Control
LUCIUS, TAMI JEANITRUSTEE OF - TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020NA Control
LUCIUS, TAMI JEANITRUSTEE OF - TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020NA Control
LUCIUS, TAMI JEANITRUSTEE OF - TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020NA Control
LUCIUS, TAMI JEANITRUSTEE OF - TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020NA Control
LUCIUS, TAMI JEANITRUSTEE OF - TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020NA Control
LUCIUS, TAMI JEANITRUSTEE OF - TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020NA Control
LUCIUS, TAMI JEANITRUSTEE OF - TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020NA Control
LUCIUS, TAMI JEANITRUSTEE OF - TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020NA Control
LUCIUS, TAMI JEANIOWNER MERAKI PRIVATE EQUITY, LLCNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
NELSON, ROBERT SCOTTIPRESIDENT & ELECTED MANAGERNA Control
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
REMME, BRIAN ANDREWICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
SIEPMANN, KLAUS HERBERTICHIEF COMPLIANCE OFFICERNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
STOVALL, NICHOLAS EDWARDIFINOPNA
WALCH, KRISTINA LEEIFINOPNA
WALCH, KRISTINA LEEIFINOPNA
WALCH, KRISTINA LEEIFINOPNA
WALCH, KRISTINA LEEIFINOPNA
WALCH, KRISTINA LEEIFINOPNA
WALCH, KRISTINA LEEIFINOPNA
WALCH, KRISTINA LEEIFINOPNA
WALCH, KRISTINA LEEIFINOPNA
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIOWNERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
LUCIUS, TAMI JEANIMEMBERE Control
MERAKI PRIVATE EQUITY, LLCDEOWNERE
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEMEMBERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEMEMBERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEMEMBERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEOWNERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEOWNERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEOWNERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEOWNERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEOWNERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEOWNERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEOWNERE Control
TAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020DEOWNERE Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/CEOB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control
FOLEY, JEFFREY ALLENIPRESIDENT/MANAGING MEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LUCIUS, TAMI JEANITAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020E Control
LUCIUS, TAMI JEANITAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020E Control
LUCIUS, TAMI JEANITAMI J. LUCIUS REVOCABLE TRUST DTD DECEMBER 17, 2020E Control

Registrations

Federal

IA
Oct 23, 2025 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV

Address

4105 LEXINGTON AVENUE N
SUITE 380
ARDEN HILLS, MN 55126
United States
Phone: 866-991-1539