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| Happy Holidays!! thanks for using AUM13F!! |
| Greykasell Wealth Strategies Inc
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|---|---|
| CRD # | 329018 |
| SEC # | 801-129301 |
| CIK # | 0002041220 |
| AUM | $334.6 M (2025-03-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 925-263-9275 |
| Address | 145 E Prospect Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 7.8 | ||
| Microsoft Corp | 6.5 | ||
| Apple Inc | 6.2 | ||
| Amazon Com Inc | 5.3 | ||
| Alphabet Inc | 5.2 | ||
| Nvidia Corp | 3.8 | ||
| Facebook Inc | 3.6 | ||
| Costco Wholesale Corp /NEW | 2.3 | ||
| ServiceNow Inc | 2.2 | ||
| Broadcom Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 20.0 |
| (b) Individuals (high net worth individuals) | 74 | 297.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 17.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 334.6 |
| By Discretionary | ||
| Discretionary | 377 | 334.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 377 | 334.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.6 | |
| Total | 377 | 334.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002041220] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mann Financial Services Inc
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MN | 0.3 |
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Hidden Cove Wealth Management LLC
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WA | 0.3 |
|
Dravo Bay LLC
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DE | 0.3 |
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Heritage Financial LLC
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VA | 0.3 |
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NorthStar Advisory Group LLC
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NJ | 0.3 |
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My Personal CFO LLC
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WA | 0.3 |
|
Investment Planning Advisors
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GA | 0.3 |
|
Income Focus Portfolio Management LLC
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|
WY | 0.3 |
|
Meredith Wealth Planning LLC
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|
IL | 0.3 |
|
Atlas Asset Management LLC
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|
PR | 0.3 |