| Name | Title | Ownership | Since |
|---|---|---|---|
| Jerry Ray Gray Control | Chief Executive Officer | Under 5% | 2020 |
| Jg Financial Services, Inc. Control | Managing Member | 50-75% | 2020 |
| Tracy Lee Bierworth Control | Chief Compliance Officer | Under 5% | 2022 |
Graystone Partners Wealth Management, LLC reports $348.9 million in regulatory assets under management on its Form ADV.
Graystone Partners Wealth Management, LLC reports 5 employees.
Graystone Partners Wealth Management, LLC is based in Tempe, AZ and has been SEC-registered since 2020.
Graystone Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1095 West Rio Salado Parkway, Suite 101, Tempe, AZ 85281 |
| Phone | (480) 557-9727 |
| Office hours | M-Th 8:30 a.m. - 4:30 p.m.; F 8:30 a.m. - 2:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $339.8M |
| Non-discretionary | $9.2M |
| Total (RAUM) | $348.9M |