Gray Private Wealth, LLC
Firm details
- Headquarters
- Canton, Massachusetts
- CRD number
- 128547
- Registered since
- March 29, 2018
- Website
- grayprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.39%
- Other10.98%
- Individuals10.05%
- Corporations / Businesses1.35%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gray Private Wealth, LLC is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2018. The firm acts as a capital allocator for both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Gray Private Wealth identifies accountants among its industry affiliations and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities38%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$229M in ETFs
98%
$225M
2%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $108M | 140,739 | 47.10% |
Location
Canton, MA
Norfolk
Location
Canton, MA
Headquartered in Canton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 150 Royall St
- Time zone
- ET (UTC-5)
- Office locations
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