GREY FOX WEALTH ADVISORS, LLC

CRD 307172File 801-122007

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$698.8M

Above cohort median (national)

Discretionary AUM

$594.2M

Non-discretionary $104.5M

Clients

335

1,309 accounts

Employees

Above cohort median in DE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 2, 2021
Principal office: 100 SOUTH ROCKLAND FALLS ROAD, ROCKLAND, DE, 19732
Phone: 302-482-3211
Website: https://www.linkedin.com/in/tedlauzen/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $698.8M
Discretionary AUM: $594.2M
Non-discretionary AUM: $104.5M
Discretionary accounts: 1,215
Non-discretionary accounts: 94
Total accounts: 1,309
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$15.1M
Charitable organizations	5	$63.1M
High net worth individuals	118	$438.3M
Pension and profit sharing plans	12	$65.8M
Individuals (other than high net worth individuals)	193	$116.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
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: No
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.