Gray Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Canton, MA. Its latest Form ADV filing, dated March 16, 2026, reports $541M in regulatory assets under management, 8 employees, and 296 accounts.
Assets Under Management
$541M
Employees
8
Offices
--
Total Clients
296
Primary office
CANTON, MA
150 ROYALL STREET, SUITE 102, CANTON, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.4% of total clients.
Top client categories% of clientsClients
1
HNWI
51.4%
152
2
Individuals
37.2%
110
3
Irrevocable Trusts/Estates
8.4%
25
4
Corporations
2.7%
8
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$541Mas of March 16, 2026
Discretionary100.0%
$541M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$541M
Total Accounts296
10Y AUM Change+$408M (+307.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee37:1
10Y Employee Change+3 (+60.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2018. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.