GREYSTONE WEALTH ADVISORS LLC
CRD #126020 SEC #801-61920 RYE BROOK, NY 914-232-3773
SEC Registered
Total AUM
$312.7M
Discretionary
$295.8M
Employees
4
Clients
51
Accounts
480
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $312.7M | $295.8M | $16.9M | 4 | 1 |
| Mar 2021 | $312.7M | $295.8M | $16.9M | 4 | 1 |
| Nov 2020 | $288.5M | $272.9M | $15.6M | 4 | 1 |
| Jun 2020 | $288.5M | $272.9M | $15.6M | 4 | 1 |
| May 2020 | $288.5M | $272.9M | $15.6M | 3 | 1 |
| Mar 2020 | $288.5M | $272.9M | $15.6M | 3 | 1 |
| Sep 2019 | $231.3M | $220.7M | $10.5M | 4 | 2 |
| Mar 2019 | $231.3M | $220.7M | $10.5M | 4 | 2 |
| Dec 2018 | $210.7M | $194M | $16.6M | 4 | 3 |
| Dec 2018 | $210.7M | $194M | $16.6M | 4 | 3 |
| May 2018 | $210.7M | $194M | $16.6M | 3 | 3 |
| Mar 2018 | $210.7M | $194M | $16.6M | 3 | 3 |
| Mar 2017 | $192.2M | $171.4M | $20.8M | 3 | 100 |
| Mar 2016 | $164.1M | $141.6M | $22.5M | 3 | 100 |
| Jan 2016 | $155.3M | $127.9M | $27.4M | 3 | 26 |
| Mar 2015 | $155.3M | $127.9M | $27.4M | 3 | 26 |
| Nov 2014 | $131.5M | $112.8M | $18.7M | 3 | 26 |
| Mar 2014 | $131.5M | $112.8M | $18.7M | 3 | 26 |
| Nov 2013 | $119.5M | $96.2M | $23.3M | 3 | 26 |
| Mar 2013 | $119.5M | $96.2M | $23.3M | 3 | 26 |
| Aug 2012 | $114.6M | $93.2M | $21.5M | 1 | 26 |
| Mar 2012 | $114.6M | $93.2M | $21.5M | 1 | 26 |
| Nov 2007 | $66.9M | $57.9M | $9M | 5 | -- |
| Feb 2007 | $66.9M | $57.9M | $9M | 5 | -- |
| Feb 2006 | $46.3M | $39M | $7.3M | 5 | -- |
| Sep 2005 | $38.3M | $37.7M | $688.7K | 5 | -- |
| Jan 2005 | $38.3M | $37.7M | $688.7K | 5 | -- |
| May 2004 | $33.3M | $30.4M | $2.9M | 5 | -- |
DateJun 2021
Total AUM$312.7M
Discretionary$295.8M
Non-Disc.$16.9M
Employees4
Clients1
DateMar 2021
Total AUM$312.7M
Discretionary$295.8M
Non-Disc.$16.9M
Employees4
Clients1
DateNov 2020
Total AUM$288.5M
Discretionary$272.9M
Non-Disc.$15.6M
Employees4
Clients1
DateJun 2020
Total AUM$288.5M
Discretionary$272.9M
Non-Disc.$15.6M
Employees4
Clients1
DateMay 2020
Total AUM$288.5M
Discretionary$272.9M
Non-Disc.$15.6M
Employees3
Clients1
DateMar 2020
Total AUM$288.5M
Discretionary$272.9M
Non-Disc.$15.6M
Employees3
Clients1
DateSep 2019
Total AUM$231.3M
Discretionary$220.7M
Non-Disc.$10.5M
Employees4
Clients2
DateMar 2019
Total AUM$231.3M
Discretionary$220.7M
Non-Disc.$10.5M
Employees4
Clients2
DateDec 2018
Total AUM$210.7M
Discretionary$194M
Non-Disc.$16.6M
Employees4
Clients3
DateDec 2018
Total AUM$210.7M
Discretionary$194M
Non-Disc.$16.6M
Employees4
Clients3
DateMay 2018
Total AUM$210.7M
Discretionary$194M
Non-Disc.$16.6M
Employees3
Clients3
DateMar 2018
Total AUM$210.7M
Discretionary$194M
Non-Disc.$16.6M
Employees3
Clients3
DateMar 2017
Total AUM$192.2M
Discretionary$171.4M
Non-Disc.$20.8M
Employees3
Clients100
DateMar 2016
Total AUM$164.1M
Discretionary$141.6M
Non-Disc.$22.5M
Employees3
Clients100
DateJan 2016
Total AUM$155.3M
Discretionary$127.9M
Non-Disc.$27.4M
Employees3
Clients26
DateMar 2015
Total AUM$155.3M
Discretionary$127.9M
Non-Disc.$27.4M
Employees3
Clients26
DateNov 2014
Total AUM$131.5M
Discretionary$112.8M
Non-Disc.$18.7M
Employees3
Clients26
DateMar 2014
Total AUM$131.5M
Discretionary$112.8M
Non-Disc.$18.7M
Employees3
Clients26
DateNov 2013
Total AUM$119.5M
Discretionary$96.2M
Non-Disc.$23.3M
Employees3
Clients26
DateMar 2013
Total AUM$119.5M
Discretionary$96.2M
Non-Disc.$23.3M
Employees3
Clients26
DateAug 2012
Total AUM$114.6M
Discretionary$93.2M
Non-Disc.$21.5M
Employees1
Clients26
DateMar 2012
Total AUM$114.6M
Discretionary$93.2M
Non-Disc.$21.5M
Employees1
Clients26
DateNov 2007
Total AUM$66.9M
Discretionary$57.9M
Non-Disc.$9M
Employees5
Clients--
DateFeb 2007
Total AUM$66.9M
Discretionary$57.9M
Non-Disc.$9M
Employees5
Clients--
DateFeb 2006
Total AUM$46.3M
Discretionary$39M
Non-Disc.$7.3M
Employees5
Clients--
DateSep 2005
Total AUM$38.3M
Discretionary$37.7M
Non-Disc.$688.7K
Employees5
Clients--
DateJan 2005
Total AUM$38.3M
Discretionary$37.7M
Non-Disc.$688.7K
Employees5
Clients--
DateMay 2004
Total AUM$33.3M
Discretionary$30.4M
Non-Disc.$2.9M
Employees5
Clients--