GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

CRD 306068File 801-117895

APPROVED

Retail clients

Custody

Filing as of Jul 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$297.3M

Below cohort median (national)

Discretionary AUM

$297.3M

Clients

586

998 accounts

Employees

Above cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 3, 2020
Principal office: 1095 WEST RIO SALADO PARKWAY, SUITE 101, TEMPE, AZ, 85281
Phone: (480) 557-9727
Website: https://www.linkedin.com/in/janetteschwendeman

Assets & accounts

ADV Item 5F

Total regulatory AUM: $297.3M
Discretionary AUM: $297.3M
Non-discretionary AUM: $0
Discretionary accounts: 998
Non-discretionary accounts: 0
Total accounts: 998
AUM per client: $507K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$981K
Charitable organizations	Fewer than 5	$1.4M
High net worth individuals	156	$213.7M
Pension and profit sharing plans	Fewer than 5	$1.2M
Individuals (other than high net worth individuals)	425	$80.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.