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GLADWYN FINANCIAL ADVISORS, INC.

· CRD 135544 · IAPD ↗ · gladwynfinancial.com · 703-810-8424

$169.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — GLADWYN FINANCIAL ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2025 — GLADWYN FINANCIAL ADVISORS, INC. (location n/a) is newly SEC-registered with $141.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.