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GRAY PRIVATE WEALTH, LLC
CRD 128547 · SEC 801-112720
150 ROYALL STREET, SUITE 102, CANTON, MA, 02021, United States
Phone
781.232.2020
Fax
781.407.0303
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$540.7M
Discretionary AUM
$540.7M
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $54.3M |
| High net worth individuals | 152 | $418.4M |
| Charitable organizations | 1 | $1.3M |
| Corporations/business entities | 8 | $7.3M |
States served
CA, MA, NY, PA, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD