Graystone Partners Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tempe, AZ. Its latest Form ADV filing, dated March 30, 2026, reports $297M in regulatory assets under management, 5 employees, and 998 accounts.
Assets Under Management
$297M
Employees
5
Offices
--
Total Clients
586
Primary office
TEMPE, AZ
1095 WEST RIO SALADO PARKWAY, SUITE 101, TEMPE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
425
2
HNWI
26.6%
156
3
Corporations
0.5%
3
4
Pension Plans
0.2%
1
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$297Mas of March 30, 2026
Discretionary100.0%
$297M
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$297M
Total Accounts998
10Y AUM Change+$297M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee117:1
10Y Employee Change+2 (+66.7%)
* 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.