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| Happy Holidays!! thanks for using AUM13F!! |
| Grey Fox Wealth Advisors LLC
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|---|---|
| CRD # | 307172 |
| SEC # | 801-122007 |
| CIK # | 0001965362 |
| AUM | $544.1 M (2025-03-04) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 302-482-3211 |
| Address | 100 South Rockland Falls Road Rockland, DE 19732 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.0 | ||
| Apple Inc | 6.1 | ||
| Nvidia Corp | 5.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 79.0 |
| (b) Individuals (high net worth individuals) | 100 | 347.1 |
| (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 | 12 | 49.6 |
| (h) Charitable organizations | 5 | 55.1 |
| (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 | 6 | 13.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,199 | 544.1 |
| By Discretionary | ||
| Discretionary | 1,109 | 460.6 |
| Non-Discretionary | 90 | 83.5 |
| Total | 1,199 | 544.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 544.1 | |
| Total | 1,199 | 544.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965362] |
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|---|---|---|
|
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✚
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NJ | 0.6 |
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Outlook Wealth Advisors LLC
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TX | 0.5 |
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VT | 0.5 |
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NJ | 0.5 |
|
Precedent Wealth Partners LLC
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TX | 0.5 |
|
BCU Wealth Advisors LLC
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IL | 0.5 |
|
Northwest Quadrant LLC
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OR | 0.5 |