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GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
TEMPE, AZ
(480) 557-9727
SEC #801-117895Total AUM
$297.3M
Employees
5Clients
586Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1095 WEST RIO SALADO PARKWAY
SUITE 101
TEMPE
AZ 85281
United States
SUITE 101
TEMPE
AZ 85281
United States
Operating Hours
M-TH 8:30 AM - 4:30 PM; F 8:30 AM - 2:30 PM
Monday - Friday
Monday - Friday
Phone
(480) 557-9727
Financials
Total AUM
$297.3M
Accounts
998Discretionary
$297.3M
Accounts
998Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
425AUM
$80.1M
HNW Individual Clients
156AUM
$213.7M
Pension/Profit Sharing Plan Clients
1AUM
$1.2M
Charitable Organization Clients
1AUM
$1.4M
Corporation or Business Clients
3AUM
$980.8K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOILMTNHORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.