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GREYKASELL WEALTH STRATEGIES, INC.
CRD 329018File 801-129301
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$443.2M
Below cohort median (national)
Discretionary AUM
$443.2M
Clients
124
409 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 4, 2024
- Principal office
- 145 E. PROSPECT, SUITE 202, DANVILLE, CA, 94526
- Phone
- 925-263-9275
- Website
- https://www.greykasell.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $443.2M
- Discretionary AUM
- $443.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 409
- Non-discretionary accounts
- 0
- Total accounts
- 409
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 83 | $393.5M |
| Pension and profit sharing plans | 3 | $23.7M |
| Individuals (other than high net worth individuals) | 38 | $26.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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
- Yes
- 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 |
|---|---|---|---|
| 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.