GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

1095 West Rio Salado Parkway
Suite 101
Tempe, Arizona 85281
Tel: (480) 557-9727

About GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC, formally registered with the SEC as GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2020. They have over 1 offices throughout the country.

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC is a Tempe, Arizona based Financial Planning firm with nearly $265,729,297 assets under management, offering retirement planning & investment advisory services to 1440 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306068
SEC#	801-117895
Assets Managed by Firm	$265,729,297
No. of Clients	1440
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1440	$265,729,297
Individuals (other than high net worth individuals)	684	$102,482,673
High net worth individuals	179	$160,299,967
Pension and profit sharing plans	6	$1,754,869
Charitable organizations	Fewer than 5 clients	$1,191,788

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