← Directory
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD 306068File 801-117895
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$297.3M
Below cohort median (national)
Discretionary AUM
$297.3M
Clients
586
998 accounts
Employees
5
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 957 | 586 | decreased by371 |
| Mar 1, 2026 | AUM | $348,943,355 | $297,272,886 | decreased by$51,670,469 |
| Mar 1, 2026 | Accounts | 1,642 | 998 | decreased by644 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 5 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 622 | 957 | increased by335 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $221,910,616 | $348,943,355 | increased by$127,032,739 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 985 | 1,642 | increased by657 |
| Apr 1, 2022 | Clients | 439 | 622 | increased by183 |
| Apr 1, 2022 | AUM | $190,415,289 | $221,910,616 | increased by$31,495,327 |
| Apr 1, 2022 | Accounts | 442 | 985 | increased by543 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRAYSTONE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRAYSTONE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.