This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima valueBridge
- Established Date
- 01-04-2024
- Office Locations
- 1
Office Locations
About Greykasell Wealth Strategies, Inc.
Greykasell Wealth Strategies, Inc. is an SEC-registered, fiduciary wealth management and financial planning firm in Danville, CA. The team supports individuals, families, and business owners/entrepreneurs with wealth accumulation, pre-retirement and retirement planning, and integrated plan coordination. Portfolios are built around each client’s investment style, with use of vehicles such as ETFs and mutual funds. Clients access reporting through a portal and branded mobile app.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID JEFFREY EISENHAUER
Owner, President
- CRD
- #5728773
- Ownership
- 75% or more
JESSICA J ROEPER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $443,182,237 | $1,083,575 |
| Non-Discretionary | $0 | -- |
| Total | $443,182,237 | $1,083,575 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $443,182,237
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $765,936,680 | 24.9% |
| Equity - Exchange | $769,012,731 | 25.0% |
| Cash | $1,541,101,512 | 50.1% |
| Total | $3,076,050,923 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA VALUE UNISON | PATHWAY MATRIX | 25R1FZHPZ | EZZPB | 1.61% | $38,857,567 |
| ELEMENT FRONTIER | MERIDIAN RADIAL | TWEDO7GBY | QUL | 8.93% | $119,512,166 |
| VITAL ATLAS | QUANTUM BEACON | I3GG66ZST | GQNX | 6.18% | $42,884,318 |
| VITAL GLACIER PATHWAY | GLACIER VITAL | FZ0UUZ7K2 | ZSDL | 11.14% | $23,741,958 |
| VITAL EMBER | FRONTIER GLACIER | JQ4905JU0 | WFZ | 4.59% | $54,613,004 |
| BEACON GLACIER | QUANTUM GLACIER | KL9KHRLJL | PLHNX | 8.80% | $112,111,727 |
| OPTIMA FUSION | NORTH UNISON | 2RIK5CKFR | YNCWP | 0.77% | $92,228,123 |
| HORIZON VITAL SUMMIT | EAGLE ZENITH | KQIWU79BH | VBMM | 6.70% | $45,058,988 |