LP Profile

Gleason Group

Also known as gleason

Wealth ManagerProspect, United States
$1.6B
Assets Under Management
Prospect
Headquarters
Investment Focus

About Gleason Group

The Gleason Group is a wealth management firm based in Prospect, with about $1.6 billion in assets under management. It describes its approach as financial life management, with advice centered on a client's life and priorities rather than on products or market predictions. Its service lines are financial planning, wealth management, family office services and lifestyle services.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Gleason Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.6B
Total Clients
1,109
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Gleason Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Gleason Group?

Gleason Group is a wealth manager based in Prospect, United States, managing approximately $1.6B in assets.

Where is Gleason Group headquartered?

Gleason Group is headquartered in Prospect, United States.

How much does Gleason Group manage?

Gleason Group manages approximately $1.6B in assets under management.

How can I contact Gleason Group?

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