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| Greykasell Wealth Strategies Inc
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|---|---|
| CRD # | 329018 |
| SEC # | 801-129301 |
| CIK # | 0002041220 |
| AUM | 443.2 M (2026-03-10) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 925-263-9275 |
| Address | 145 E Prospect Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 11.8 | ||
| Apple Inc | 10.9 | ||
| Alphabet Inc | 8.8 | ||
| Amazon Com Inc | 5.5 | ||
| Microsoft Corp | 4.9 | ||
| Nvidia Corp | 4.7 | ||
| Facebook Inc | 2.8 | ||
| Broadcom Inc | 2.5 | ||
| KLA Tencor Corp | 2.5 | ||
| J P Morgan Chase & Co | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 26.0 |
| (b) Individuals (high net worth individuals) | 83 | 393.5 |
| (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 | 3 | 23.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 443.2 |
| By Discretionary | ||
| Discretionary | 409 | 443.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 409 | 443.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.2 | |
| Total | 409 | 443.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002041220] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
O'Boyle Wealth Management Inc
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|
CA | 443.9 M |
|
Carolina Qualified Retirement Plan Advisers LLC
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443.9 M | |
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Pavion Blue Capital LLC
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CA | 443.7 M |
|
Lumbard & Kellner LLC
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NH | 443.6 M |
|
McDonald Financial Services LLC
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AL | 443.5 M |
|
Cross Staff Investments Inc
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NY | 443.5 M |
|
Ulland Investment Advisors LLC
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MN | 442.9 M |
|
Humankind Investments LLC
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|
NY | 442.8 M |
|
James R Martin Consulting Inc DBA JRM Capital Management
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WA | 442.7 M |
|
Lifesteps Financial Inc
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|
CA | 442.7 M |