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Gray Private Wealth, LLC

● SEC registered since 2018CRD 128547SEC# 801-112720Canton, MA
Export (members)
Reg. AUM
$465.4M
Employees
8
Accounts
279
Location
Canton, MA

Gray Private Wealth, LLC assets under management

Gray Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Canton, MA. The firm has been registered since 2018. It reports $465.4 million in regulatory assets under management and employs 8 people.
www.grayprivatewealth.comView on SEC.gov ↗

Gray Private Wealth, LLC owners & executives

8 reported
NameTitleOwnershipSince
Derrick J RebelloMember10-25%2020
James Anthony DeleoMember10-25%2007
Justin James Klunder ControlChief Executive Officer / Chief Investment Officer10-25%2021
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Frequently asked questions

How much does Gray Private Wealth, LLC manage?

Gray Private Wealth, LLC reports $465.4 million in regulatory assets under management on its Form ADV.

How many employees does Gray Private Wealth, LLC have?

Gray Private Wealth, LLC reports 8 employees.

Where is Gray Private Wealth, LLC located?

Gray Private Wealth, LLC is based in Canton, MA and has been SEC-registered since 2018.

Does Gray Private Wealth, LLC disclose fund performance?

Gray Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 Royall Street, Suite 102, Canton, MA 02021
Phone781.232.2020
Fax781.407.0303
Office hours8:30-5:30
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$465.4M
Non-discretionary$0
Total (RAUM)$465.4M