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GREY FOX WEALTH ADVISORS, LLC
CRD 307172 · SEC 801-122007
100 SOUTH ROCKLAND FALLS ROAD, ROCKLAND, DE, 19732, United States
Phone
302-482-3211
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$698.8M
Discretionary AUM
$594.2M
Team
11 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 193 | $116.5M |
| High net worth individuals | 118 | $438.3M |
| Pension/profit sharing plans | 12 | $65.8M |
| Charitable organizations | 5 | $63.1M |
| Corporations/business entities | 7 | $15.1M |
States served
CA, DE, IL, MD, MA, MI, NJ, NY, PA, VA, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/in/tedlauzen/
- https://www.linkedin.com/company/grey-fox-wealth
- https://www.linkedin.com/in/t-christian-poppe-cfa-6624b68a/
- https://www.linkedin.com/in/concettagriffin-phr/
- https://www.linkedin.com/in/ryan-bonner-67b365101/
- https://www.linkedin.com/in/lora-matteis-32984a32/
- http://www.greyfoxwealth.com/
- https://www.linkedin.com/in/kevin-dombrowski/
- https://www.greyfox401k.com
- https://www.linkedin.com/in/hannah-marin-727152249/
- https://www.linkedin.com/in/aidan-neuberger-4b6979251/
- https://www.linkedin.com/in/elliotlauzen/
- https://www.linkedin.com/in/danmcglinn/
Official SEC filing: View on IAPD