GRAY PRIVATE WEALTH, LLC
CRD #128547 SEC #801-112720 CANTON, MA 781.232.2020
SEC Registered
Total AUM
$465.4M
Discretionary
$465.4M
Employees
8
Clients
251
Accounts
279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $465.4M | $465.4M | $0 | 8 | 0 |
| Feb 2024 | $395.9M | $395.9M | $0 | 8 | 0 |
| Oct 2023 | $324.5M | $321.7M | $2.8M | 8 | 2 |
| Mar 2023 | $324.5M | $321.7M | $2.8M | 8 | 2 |
| Sep 2022 | $328.6M | $328.1M | $492.3K | 7 | 3 |
| Mar 2022 | $328.6M | $328.1M | $492.3K | 7 | 3 |
| Mar 2021 | $234.1M | $233.7M | $425.1K | 6 | 4 |
| Jan 2021 | $219.2M | $214.4M | $4.8M | 6 | 5 |
| Jan 2021 | $219.2M | $214.4M | $4.8M | 6 | 5 |
| Jun 2020 | $219.2M | $214.4M | $4.8M | 6 | 5 |
| Mar 2020 | $219.2M | $214.4M | $4.8M | 6 | 5 |
| Mar 2019 | $166.4M | $162.3M | $4.1M | 6 | 6 |
| Apr 2018 | $132.8M | $132.8M | $0 | 5 | 261 |
| Feb 2018 | $132.8M | $132.8M | $0 | 5 | 261 |
| Jun 2012 | $41.8M | $0 | $41.8M | 11 | 121 |
| Jun 2012 | $41.8M | $0 | $41.8M | 11 | 121 |
| Apr 2012 | $41.8M | $0 | $41.8M | 11 | 121 |
| Mar 2012 | $21.8M | $0 | $21.8M | 11 | 121 |
| Mar 2011 | $37.9M | $0 | $37.9M | -- | -- |
| May 2010 | $30.3M | $0 | $30.3M | -- | -- |
DateMar 2025
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$395.9M
Discretionary$395.9M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$324.5M
Discretionary$321.7M
Non-Disc.$2.8M
Employees8
Clients2
DateMar 2023
Total AUM$324.5M
Discretionary$321.7M
Non-Disc.$2.8M
Employees8
Clients2
DateSep 2022
Total AUM$328.6M
Discretionary$328.1M
Non-Disc.$492.3K
Employees7
Clients3
DateMar 2022
Total AUM$328.6M
Discretionary$328.1M
Non-Disc.$492.3K
Employees7
Clients3
DateMar 2021
Total AUM$234.1M
Discretionary$233.7M
Non-Disc.$425.1K
Employees6
Clients4
DateJan 2021
Total AUM$219.2M
Discretionary$214.4M
Non-Disc.$4.8M
Employees6
Clients5
DateJan 2021
Total AUM$219.2M
Discretionary$214.4M
Non-Disc.$4.8M
Employees6
Clients5
DateJun 2020
Total AUM$219.2M
Discretionary$214.4M
Non-Disc.$4.8M
Employees6
Clients5
DateMar 2020
Total AUM$219.2M
Discretionary$214.4M
Non-Disc.$4.8M
Employees6
Clients5
DateMar 2019
Total AUM$166.4M
Discretionary$162.3M
Non-Disc.$4.1M
Employees6
Clients6
DateApr 2018
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees5
Clients261
DateFeb 2018
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees5
Clients261
DateJun 2012
Total AUM$41.8M
Discretionary$0
Non-Disc.$41.8M
Employees11
Clients121
DateJun 2012
Total AUM$41.8M
Discretionary$0
Non-Disc.$41.8M
Employees11
Clients121
DateApr 2012
Total AUM$41.8M
Discretionary$0
Non-Disc.$41.8M
Employees11
Clients121
DateMar 2012
Total AUM$21.8M
Discretionary$0
Non-Disc.$21.8M
Employees11
Clients121
DateMar 2011
Total AUM$37.9M
Discretionary$0
Non-Disc.$37.9M
Employees--
Clients--
DateMay 2010
Total AUM$30.3M
Discretionary$0
Non-Disc.$30.3M
Employees--
Clients--