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GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD 306068 · SEC 801-117895
1095 WEST RIO SALADO PARKWAY, SUITE 101, TEMPE, AZ, 85281, United States
Phone
(480) 557-9727
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$297.3M
Discretionary AUM
$297.3M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 425 | $80.1M |
| High net worth individuals | 156 | $213.7M |
| Pension/profit sharing plans | 1 | $1.2M |
| Charitable organizations | 1 | $1.4M |
| Corporations/business entities | 3 | $981K |
States served
AZ, CA, CO, IL, MT, NE, NC, OH, OR, UT, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD