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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-10-2004
- Office Locations
- 1
Office Locations
About Gray Private Wealth, LLC
Gray Private Wealth, LLC is a Canton, MA-based RIA serving wealthy individuals and families with tailored asset management and private wealth management. With 20+ years in practice, it applies a holistic, goals-and-constraints approach across planning (tax/estate) and portfolio construction, using ETFs, mutual funds, and fixed income alongside select alternatives. Uses Black Diamond; custodies with Charles Schwab.
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Owner & Executives
KELLY A BERARDI
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
JAMES ANTHONY DELEO
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Radial radial
Ridge harbor
- CRD
- #13257
- Ownership
- 41.9%
Showing 2 of 5 owners & executives
Unlock allContacts
Amy Lorenzo Alpert
Financial Advisor, General Partner
- CRD
- #6426833
Austin Reynolds Russell
Portfolio Manager
- CRD
- #6858535
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $540,678,977 | $1,826,618 |
| Non-Discretionary | $0 | -- |
| Total | $540,678,977 | $1,826,618 |
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Separately Managed Accounts
Total SMA Asset: $540,678,977
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,457,433,892 | 30.3% |
| Equity - Exchange | $1,005,292,684 | 20.9% |
| Cash | $658,971,760 | 13.7% |
| U.S. Government/Agency | $1,688,314,508 | 35.1% |
| Total | $4,810,012,844 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN SUMMIT PATHWAY | VALUE EAGLE | 3UGZTPS37 | GFMM | 1.27% | $75,266,115 |
| VALUE SUMMIT | UNISON PIONEER | WXQGI31WG | ULEJ | 2.32% | $91,890,510 |
| OAK WAVE HORIZON | CATALYST ELEMENT | JQ4FIZZPC | LOW | 6.53% | $112,240,755 |
| VECTOR BRIDGE FRONTIER | PIONEER MOMENTUM | HZONZS415 | PZDD | 5.07% | $102,392,289 |
| BRIDGE OAK NORTH | FUSION CAPITAL | B3JJ2JGW8 | YCF | 6.52% | $71,676,891 |
| MATRIX FOUNDATION | FOUNDATION FOCUS | 5P8FDJN65 | IEBW | 10.76% | $105,295,647 |
| EAGLE QUANTUM ATLAS | INSIGHT DELTA | I836A198F | UQS | 3.17% | $110,079,872 |
| RADIAL OAK EAGLE | OPTIMA QUANTUM | VTM6XKG0C | GGE | 2.90% | $101,069,149 |