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GREYCLIFF WEALTH MANAGEMENT, LLC
CRD 307645File 801-118270
APPROVED
Retail clients
Disclosure events
Filing as of Apr 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$83.8M
Bottom 25% of cohort (national)
Discretionary AUM
$83.8M
Clients
146
222 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 20, 2020
- Principal office
- 1185 6TH AVE, FLOOR 3, NEW YORK, NY, 10036
- Phone
- 201-738-2818
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $83.8M
- Discretionary AUM
- $83.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 222
- Non-discretionary accounts
- 0
- Total accounts
- 222
- AUM per client
- $574K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.7M |
| High net worth individuals | 58 | $59.5M |
| Individuals (other than high net worth individuals) | 88 | $20.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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- Q11
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 140 | 146 | increased by6 |
| Apr 1, 2026 | AUM | $96,760,924 | $83,776,167 | decreased by$12,984,757 |
| Apr 1, 2026 | Accounts | 207 | 222 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 116 | 140 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $53,249,928 | $96,760,924 | increased by$43,510,996 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 218 | 207 | decreased by11 |
| Apr 1, 2022 | Clients | 102 | 116 | increased by14 |
| Apr 1, 2022 | AUM | $53,030,286 | $53,249,928 | increased by$219,642 |
| Apr 1, 2022 | Accounts | 189 | 218 | increased by29 |
| 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 “GREYCLIFF WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREYCLIFF WEALTH” 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.