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Charles e. Lucius Arizona Separate Property Revocable Trust

Member/OwnerGradient Advisors, LLC

About Charles e. Lucius Arizona Separate Property Revocable Trust

Charles e. Lucius Arizona Separate Property Revocable Trust is listed as Member/Owner at Gradient Advisors, LLC in Arden Hills, MN. Form ADV reports a beneficial ownership band of Over 75%. Charles e. Lucius Arizona Separate Property Revocable Trust is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Gradient Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles e. Lucius Arizona Separate Property Revocable Trust work?

Charles e. Lucius Arizona Separate Property Revocable Trust is listed as Member/Owner at Gradient Advisors, LLC on SEC Form ADV.

How much of Gradient Advisors, LLC does Charles e. Lucius Arizona Separate Property Revocable Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Gradient Advisors, LLC

TitleMember/Owner
OwnershipOver 75%
Control personYes
Since2022
View Gradient Advisors, LLC →

Gradient Advisors, LLC

TitleMember
Ownership50-75%
Control personYes
Since2025
View Gradient Advisors, LLC →