Gray Private Wealth, LLC
Gray Private Wealth, LLC is an SEC-registered wealth manager in Canton, MA with $540.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Gray Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128547, SEC 801-112720, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $540.7M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Canton, MA
- Employees
- 8
- Clients
- 296
- CRD
- 128547
- Ownership
- ROMANO, DANIEL, CHARLES; HIRSCHEN, RICHARD, ADAM; REBELLO, DERRICK, J; KASHGEGIAN, MARK, EDWARD; CICCARELLO, CONCETTO, JOSEPH
How much AUM does Gray Private Wealth, LLC have?
Gray Private Wealth, LLC reported $540.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Gray Private Wealth, LLC?
Disclosed owners and executives of Gray Private Wealth, LLC include ROMANO, DANIEL, CHARLES, HIRSCHEN, RICHARD, ADAM, REBELLO, DERRICK, J, KASHGEGIAN, MARK, EDWARD, CICCARELLO, CONCETTO, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.