← Directory
GREYCLIFF WEALTH MANAGEMENT, LLC
CRD 307645File 801-118270
APPROVED
Retail clients
Disclosure events
Filing as of Apr 10, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.