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 $202,440,966 assets under management, offering retirement planning & investment advisory services to 1188 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	$202,440,966
No. of Clients	1188
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1188	$202,440,966
Individuals (other than high net worth individuals)	864	$79,003,017
High net worth individuals	316	$121,366,798
Pension and profit sharing plans	7	$949,266
Charitable organizations	Fewer than 5 clients	$1,121,885

Inquire with GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

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