Grey Fox Wealth Advisors, LLC
Grey Fox Wealth Advisors, LLC is an SEC-registered wealth manager in Rockland, DE with $698.8M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Grey Fox Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307172, SEC 801-122007, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $698.8M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Rockland, DE
- Employees
- 11
- Clients
- 335
- CRD
- 307172
- Ownership
- Dombrowski, Kevin, Jan; DOMBROWSKI, KEVIN, JAN; LAUZEN, THEODORE, JAMES; MATTEIS, LORETANA, G; McGlinn, Daniel, Joseph
How much AUM does Grey Fox Wealth Advisors, LLC have?
Grey Fox Wealth Advisors, LLC reported $698.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Grey Fox Wealth Advisors, LLC?
Disclosed owners and executives of Grey Fox Wealth Advisors, LLC include Dombrowski, Kevin, Jan, DOMBROWSKI, KEVIN, JAN, LAUZEN, THEODORE, JAMES, MATTEIS, LORETANA, G, McGlinn, Daniel, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.