CRD: 306068
Graystone Partners Wealth Management, LLC
$297.3M Total AUM
$297.3M Disc. AUM
9.4% 3Y CAGR
5 Employees
586 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Quantum frontier
- Established Date
- 01-03-2020
- Office Locations
- 2
Office Locations
1095 West RIO Salado Parkway Suite 101 Tempe AZ
6355 Ward Road, #214 Arvada CO
About Graystone Partners Wealth Management, LLC
Graystone Partners Wealth Management is a boutique, collaborative advisory team providing financial planning, customized investment management, and comprehensive wealth and legacy planning for individuals and families with complex, multi-generational needs. Portfolios are tailored to goals and risk, often using public funds and ETFs. Based in Tempe, AZ; custodied through LPL Financial.
Team overview
-- AVG AGE
$99.1M AVG AUM / ADVISOR
$507.3K AVG AUM / CLIENT
2.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Foundation atlas Harbor Fusion Insight
Client Personas
Bridge ridge Atlas crest Harbor
Custodian
Element radial Bridge pathway Ember crest Optima Legacy bridge Frontier Value Summit
Investment Themes
Eagle beacon Element Harbor Eagle wave Pioneer
Investment Vehicles
Timber Beacon summit Vertex
Platform
Vector summit
Services
Insight Value Signal capital Wave north Catalyst eagle Harbor matrix Quantum fusion Crest Vertex Prime Summit pathway Optima wave Optima
Technology
Capital
Owner & Executives
TRACY LEE BIERWORTH
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(536) 810-6746
momentum.catalyst@radialcapital.com
in linkedin.com/in/bridge-matrix
J
Jakeb Ray Bowyer
--
- CRD
- #8041816
- Ownership
- Less than 5%
(905) 932-4009
capital.timber@momentumcapital.com
in linkedin.com/in/zenith-foundation
P
Pioneer eagle
Vital momentum
- CRD
- #10206
- Ownership
- 34.1%
(334) 717-6674
pioneer.catalyst@matrixcapital.com
in linkedin.com/in/vertex-glacier
Showing 2 of 3 owners & executives
Unlock allContacts
R
ROBERT C. DYER
Investment Advisor
- CRD
- #4376918
(583) 504-6086
matrix.summit@summitcapital.com
in linkedin.com/in/fusion-focus
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,272,886 | $297,869 |
| Non-Discretionary | $0 | -- |
| Total | $297,272,886 | $297,869 |
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Separately Managed Accounts
Total SMA Asset: $297,272,886
Public Funds:
25.7% Equity - Exchange:
24.2% Cash:
23.9% U.S. Government/Agency:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,427,532,538 | 25.7% |
| Equity - Exchange | $1,344,213,519 | 24.2% |
| Cash | $1,327,549,715 | 23.9% |
| U.S. Government/Agency | $1,455,305,545 | 26.2% |
| Total | $5,554,601,317 | 100.0% |