Greykasell Wealth Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Danville, CA. Its latest Form ADV filing, dated March 10, 2026, reports $443M in regulatory assets under management, 5 employees, and 409 accounts.
Assets Under Management
$443M
Employees
5
Offices
--
Total Clients
124
Primary office
DANVILLE, CA
145 E. PROSPECT, SUITE 202, DANVILLE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.9% of total clients.
Top client categories% of clientsClients
1
HNWI
66.9%
83
2
Individuals
30.6%
38
3
Pension Plans
2.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$443Mas of March 10, 2026
Discretionary100.0%
$443M
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$443M
Total Accounts409
10Y AUM Change+$443M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee25:1
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.