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| Gray Private Wealth LLC
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|---|---|
| CRD # | 128547 |
| SEC # | 801-112720 |
| CIK # | 0001928877, 0001958397 |
| AUM | 540.7 M (2026-03-16) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 781-232-2020 |
| Address | 150 Royall Street Canton, MA 02021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 2.9 | |
| Microsoft Corp | 1.6 | |
| Amazon Com Inc | 0.8 | |
| Oracle Corp | 0.8 | |
| Nvidia Corp | 0.8 | |
| Merck & Co Inc | 0.7 | |
| McDonalds Corp | 0.7 | |
| Alphabet Inc | 0.6 | |
| Procter & Gamble Co | 0.5 | |
| Facebook Inc | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 54.3 |
| (b) Individuals (high net worth individuals) | 152 | 418.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 7.3 |
| (n) Other | 25 | 59.4 |
| Total | 296 | 540.7 |
| By Discretionary | ||
| Discretionary | 296 | 540.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 296 | 540.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.7 | |
| Total | 296 | 540.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001928877] | |
| 13F-HR | [0001958397] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Juno Financial Group LLC
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|
VA | 541.9 M |
|
Beacon Investment Advisors LLC
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MD | 541.9 M |
|
Tandem Financial LLC
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CO | 541.8 M |
|
Shorehaven Wealth Partners LLC
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NJ | 541.5 M |
|
BCGM Wealth Management LLC
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IN | 541.5 M |
|
Relation Wealth Management Inc
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|
OK | 541.2 M |
|
Compound Family Offices LLC
✚
|
FL | 540.8 M |
|
IMC Advisors LLC
✚
|
IN | 540.0 M |
|
Spirit of America Management Corp
✚
|
NY | 540.0 M |
|
Dynamic Financial Group LLC
✚
|
IA | 539.6 M |