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GRAYBILL WEALTH MANAGEMENT, LTD.
CRD 112046 · SEC 801-5921
135 S COTTAGE HILL AVE, ELMHURST, IL, 60126, United States
Phone
630-941-9460
Fax
630-832-3491
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$525.8M
Discretionary AUM
$505.4M
Team
5 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 168 | $73.5M |
| High net worth individuals | 101 | $436.3M |
States served
IL, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD