GRAY WEALTH STRATEGIES LLC
CRD 319415
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$91.0M
Discretionary AUM
$91.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.5M |
| High net worth individuals | 22 | $87.6M |
All web addresses on file
- http://www.graywealthstrategies.com/
- https://www.linkedin.com/in/andrew-gray-cfp%C2%AE-09b6ba1/
- https://www.facebook.com/GrayWealthStrategies/
- https://www.youtube.com/channel/UCRqQKL6qUdgv5TN78YCyGIg
- https://www.instagram.com/graywealthstrategies/
- https://www.tiktok.com/@graywealthstrategies
- https://www.pinterest.com/05ehgtqyldq3083t10zm0rzscofong/
Official SEC filing: View on IAPD