Greycliff Wealth Management, LLC
Greycliff Wealth Management, LLC is an SEC-registered mass-market adviser in New York, NY with $83.8M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Greycliff Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307645, SEC 801-118270, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $83.8M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 4
- Clients
- 146
- CRD
- 307645
- Ownership
- TIRRI, BRIAN, J; GOLD, JASON; Cohen, Margit, Eszter; COHEN, HARVEY, K; Cohen, Ina
How much AUM does Greycliff Wealth Management, LLC have?
Greycliff Wealth Management, LLC reported $83.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Greycliff Wealth Management, LLC?
Disclosed owners and executives of Greycliff Wealth Management, LLC include TIRRI, BRIAN, J, GOLD, JASON, Cohen, Margit, Eszter, COHEN, HARVEY, K, Cohen, Ina. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.