Graystone Partners Wealth Management, LLC
Firm details
- Headquarters
- Tempe, Arizona
- CRD number
- 306068
- Registered since
- January 3, 2020
- Website
- www.graystonepartners.net
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.88%
- Individuals26.94%
- Charitable Organizations0.47%
- Pension & Profit Sharing Plans0.39%
- Corporations / Businesses0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Graystone Partners Wealth Management, LLC is an independent, SEC-registered Registered Investment Adviser formed in 2020 and organized as an LLC. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements combine a percentage-of-assets model with fixed fees. Graystone is not flagged as an active ESG investor and is not identified as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds72%
- Exchange Traded Equities25%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
2 of 2
Tracy Bierworth
Chief Compliance OfficerCRD 6892756
Jerry Gray
Founder & CEOCRD 2270560
Contacts
2 of 2
Jakeb Bowyer
Investment Advisor RepresentativeCRD 8041816
Robert Dyer
Wealth AdvisorCRD 4376918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tempe, AZ
Maricopa
Location
Tempe, AZ
Headquartered in Tempe, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 1095 W Rio Salado Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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