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Greykasell Wealth Strategies, Inc.

● SEC registered since 2024CRD 329018SEC# 801-129301Danville, CA
Export (members)
Reg. AUM
$334.6M
Employees
4
Accounts
377
Location
Danville, CA

Greykasell Wealth Strategies, Inc. assets under management

Greykasell Wealth Strategies, Inc. operates as an SEC-registered investment adviser based in Danville, CA. The firm has been registered since 2024. It reports $334.6 million in regulatory assets under management and employs 4 people.
www.greykasell.comView on SEC.gov ↗

Greykasell Wealth Strategies, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Jeffrey Eisenhauer ControlOwner & PresidentOver 75%2023
Jessica J Roeper ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Greykasell Wealth Strategies, Inc. manage?

Greykasell Wealth Strategies, Inc. reports $334.6 million in regulatory assets under management on its Form ADV.

How many employees does Greykasell Wealth Strategies, Inc. have?

Greykasell Wealth Strategies, Inc. reports 4 employees.

Where is Greykasell Wealth Strategies, Inc. located?

Greykasell Wealth Strategies, Inc. is based in Danville, CA and has been SEC-registered since 2024.

Does Greykasell Wealth Strategies, Inc. disclose fund performance?

Greykasell Wealth Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address145 E. Prospect, Suite 202, Danville, CA 94526
Phone925-263-9275
Office hours7a.m. To 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$334.6M
Non-discretionary$0
Total (RAUM)$334.6M