GRAY WEALTH MANAGEMENT, INC
Legal name: VANCEGRAY WEALTH MANAGEMENT, INC.
CRD #142613 SEC #801-113303 BANGOR, ME 207-992-2819
SEC Registered
Total AUM
$328.8M
Discretionary
$322M
Employees
11
Clients
1
Accounts
2,066
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $328.8M | $322M | $6.8M | 11 | 7 |
| Mar 2023 | $252.6M | $247.4M | $5.2M | 11 | 5 |
| Mar 2022 | $278.1M | $278.1M | $0 | 11 | 5 |
| Oct 2021 | $210.7M | $207.7M | $3M | 11 | 0 |
| Mar 2021 | $210.7M | $207.7M | $3M | 11 | 0 |
| Dec 2020 | $172.1M | $169.2M | $2.9M | 9 | 0 |
| Jun 2020 | $172.1M | $169.2M | $2.9M | 9 | 0 |
| Mar 2020 | $172.1M | $169.2M | $2.9M | 9 | 0 |
| Mar 2019 | $137.9M | $135.7M | $2.2M | 9 | 0 |
| May 2018 | $122.5M | $120.4M | $2.1M | 9 | 0 |
| Apr 2018 | $122.5M | $120.4M | $2.1M | 9 | 0 |
| Jun 2012 | $43.1M | $41.7M | $1.4M | 1 | 500 |
| May 2012 | $43.1M | $41.7M | $1.4M | 1 | 500 |
| Apr 2012 | $41.7M | $41.7M | $0 | 1 | 500 |
| Mar 2012 | $41.7M | $41.7M | $0 | 1 | 500 |
DateMar 2024
Total AUM$328.8M
Discretionary$322M
Non-Disc.$6.8M
Employees11
Clients7
DateMar 2023
Total AUM$252.6M
Discretionary$247.4M
Non-Disc.$5.2M
Employees11
Clients5
DateMar 2022
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees11
Clients5
DateOct 2021
Total AUM$210.7M
Discretionary$207.7M
Non-Disc.$3M
Employees11
Clients0
DateMar 2021
Total AUM$210.7M
Discretionary$207.7M
Non-Disc.$3M
Employees11
Clients0
DateDec 2020
Total AUM$172.1M
Discretionary$169.2M
Non-Disc.$2.9M
Employees9
Clients0
DateJun 2020
Total AUM$172.1M
Discretionary$169.2M
Non-Disc.$2.9M
Employees9
Clients0
DateMar 2020
Total AUM$172.1M
Discretionary$169.2M
Non-Disc.$2.9M
Employees9
Clients0
DateMar 2019
Total AUM$137.9M
Discretionary$135.7M
Non-Disc.$2.2M
Employees9
Clients0
DateMay 2018
Total AUM$122.5M
Discretionary$120.4M
Non-Disc.$2.1M
Employees9
Clients0
DateApr 2018
Total AUM$122.5M
Discretionary$120.4M
Non-Disc.$2.1M
Employees9
Clients0
DateJun 2012
Total AUM$43.1M
Discretionary$41.7M
Non-Disc.$1.4M
Employees1
Clients500
DateMay 2012
Total AUM$43.1M
Discretionary$41.7M
Non-Disc.$1.4M
Employees1
Clients500
DateApr 2012
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees1
Clients500