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| Keyboard |
| Graystone Partners Wealth Management LLC
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|---|---|
| CRD # | 306068 |
| SEC # | 801-117895 |
| CIK # | |
| AUM | 297.3 M (2026-03-30) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 480-557-9727 |
| Address | 1095 West Rio Salado Parkway Tempe, AZ 85281 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 80.1 |
| (b) Individuals (high net worth individuals) | 156 | 213.7 |
| (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 | 1 | 1.2 |
| (h) Charitable organizations | 1 | 1.4 |
| (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 | 3 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 998 | 297.3 |
| By Discretionary | ||
| Discretionary | 998 | 297.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 998 | 297.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.3 | |
| Total | 998 | 297.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Avid Wealth Partners LLC
✚
|
TX | 298.5 M |
|
Trend Trade Pro LLC
✚
|
CA | 298.3 M |
|
Marshall Investment Management LLC
✚
|
CO | 298.0 M |
|
ITS Asset Management LP
✚
|
CT | 297.8 M |
|
Opinicus Capital Inc
✚
|
FL | 297.1 M |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 297.0 M |
|
Matters Capital LLC
✚
|
FL | 296.8 M |
|
USA Financial Securities LLC
✚
|
MI | 296.5 M |
|
Austin Money Management Corporation
✚
|
TX | 296.1 M |
|
Palatine Hill LLC
✚
|
MI | 295.9 M |