RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Maine
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2024
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
GRAY, VANCE, BLAIRIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 20, 2024 REGISTERED

Notice Filings (6)

FL MA ME NH PA TX

Address

128 BROADWAY
BANGOR, ME 04401
United States
Phone: 207-992-2819