Graystone Partners Wealth Management, LLC
Graystone Partners Wealth Management, LLC is an SEC-registered mass-market adviser in Tempe, AZ with $297.3M assets under management (AUM, regulatory AUM), -15% over one year. See who owns Graystone Partners Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306068, SEC 801-117895, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $297.3M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Tempe, AZ
- Employees
- 5
- Clients
- 586
- CRD
- 306068
- Ownership
- JMS FINANCIAL SERVICES, INC.; GRAY, JERRY, RAY; JG FINANCIAL SERVICES, INC.; SCHWENDEMAN, JANETTE, MONICA; BIERWORTH, TRACY, LEE
How much AUM does Graystone Partners Wealth Management, LLC have?
Graystone Partners Wealth Management, LLC reported $297.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Graystone Partners Wealth Management, LLC?
Disclosed owners and executives of Graystone Partners Wealth Management, LLC include JMS FINANCIAL SERVICES, INC., GRAY, JERRY, RAY, JG FINANCIAL SERVICES, INC., SCHWENDEMAN, JANETTE, MONICA, BIERWORTH, TRACY, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.