GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD #306068 SEC #801-117895 TEMPE, AZ (480) 557-9727
SEC Registered
Total AUM
$348.9M
Discretionary
$339.8M
Employees
5
Clients
0
Accounts
1,642
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $348.9M | $339.8M | $9.2M | 5 | 0 |
| Jun 2025 | $348.9M | $339.8M | $9.2M | 5 | 0 |
| Mar 2025 | $348.9M | $339.8M | $9.2M | 5 | 0 |
| Nov 2024 | $265.7M | $254.9M | $10.8M | 5 | 0 |
| Nov 2024 | $265.7M | $254.9M | $10.8M | 5 | 0 |
| Oct 2024 | $265.7M | $254.9M | $10.8M | 5 | 0 |
| Jun 2024 | $265.7M | $254.9M | $10.8M | 5 | 0 |
| May 2024 | $265.7M | $254.9M | $10.8M | 5 | 0 |
| Feb 2024 | $265.7M | $254.9M | $10.8M | 5 | 0 |
| Nov 2023 | $202.4M | $201.1M | $1.4M | 5 | 0 |
| Jul 2023 | $202.4M | $201.1M | $1.4M | 5 | 0 |
| Jun 2023 | $202.4M | $201.1M | $1.4M | 5 | 0 |
| Apr 2023 | $202.4M | $201.1M | $1.4M | 5 | 0 |
| Mar 2023 | $202.4M | $201.1M | $1.4M | 5 | 0 |
| Feb 2023 | $202.4M | $201.1M | $1.4M | 5 | 0 |
| Feb 2023 | $202.4M | $201.1M | $1.4M | 5 | 0 |
| Dec 2022 | $221.9M | $221.9M | $0 | 2 | 0 |
| Nov 2022 | $221.9M | $221.9M | $0 | 2 | 0 |
| Jun 2022 | $221.9M | $221.9M | $0 | 2 | 0 |
| May 2022 | $221.9M | $221.9M | $0 | 2 | 0 |
| Mar 2022 | $221.9M | $221.9M | $0 | 2 | 0 |
| Aug 2021 | $190.4M | $186.8M | $3.6M | 2 | 0 |
| Feb 2021 | $190.4M | $186.8M | $3.6M | 2 | 0 |
| Jan 2021 | $101.4M | $100M | $1.4M | 3 | 0 |
| Nov 2020 | $101.4M | $100M | $1.4M | 3 | 0 |
| Oct 2020 | $101.4M | $100M | $1.4M | 3 | 0 |
| Jun 2020 | $101.4M | $100M | $1.4M | 3 | 0 |
| Jun 2020 | $101.4M | $100M | $1.4M | 3 | 0 |
| Jun 2020 | $101.4M | $100M | $1.4M | 3 | 0 |
| Apr 2020 | $101.4M | $100M | $1.4M | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$348.9M
Discretionary$339.8M
Non-Disc.$9.2M
Employees5
Clients0
DateJun 2025
Total AUM$348.9M
Discretionary$339.8M
Non-Disc.$9.2M
Employees5
Clients0
DateMar 2025
Total AUM$348.9M
Discretionary$339.8M
Non-Disc.$9.2M
Employees5
Clients0
DateNov 2024
Total AUM$265.7M
Discretionary$254.9M
Non-Disc.$10.8M
Employees5
Clients0
DateNov 2024
Total AUM$265.7M
Discretionary$254.9M
Non-Disc.$10.8M
Employees5
Clients0
DateOct 2024
Total AUM$265.7M
Discretionary$254.9M
Non-Disc.$10.8M
Employees5
Clients0
DateJun 2024
Total AUM$265.7M
Discretionary$254.9M
Non-Disc.$10.8M
Employees5
Clients0
DateMay 2024
Total AUM$265.7M
Discretionary$254.9M
Non-Disc.$10.8M
Employees5
Clients0
DateFeb 2024
Total AUM$265.7M
Discretionary$254.9M
Non-Disc.$10.8M
Employees5
Clients0
DateNov 2023
Total AUM$202.4M
Discretionary$201.1M
Non-Disc.$1.4M
Employees5
Clients0
DateJul 2023
Total AUM$202.4M
Discretionary$201.1M
Non-Disc.$1.4M
Employees5
Clients0
DateJun 2023
Total AUM$202.4M
Discretionary$201.1M
Non-Disc.$1.4M
Employees5
Clients0
DateApr 2023
Total AUM$202.4M
Discretionary$201.1M
Non-Disc.$1.4M
Employees5
Clients0
DateMar 2023
Total AUM$202.4M
Discretionary$201.1M
Non-Disc.$1.4M
Employees5
Clients0
DateFeb 2023
Total AUM$202.4M
Discretionary$201.1M
Non-Disc.$1.4M
Employees5
Clients0
DateFeb 2023
Total AUM$202.4M
Discretionary$201.1M
Non-Disc.$1.4M
Employees5
Clients0
DateDec 2022
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$190.4M
Discretionary$186.8M
Non-Disc.$3.6M
Employees2
Clients0
DateFeb 2021
Total AUM$190.4M
Discretionary$186.8M
Non-Disc.$3.6M
Employees2
Clients0
DateJan 2021
Total AUM$101.4M
Discretionary$100M
Non-Disc.$1.4M
Employees3
Clients0
DateNov 2020
Total AUM$101.4M
Discretionary$100M
Non-Disc.$1.4M
Employees3
Clients0
DateOct 2020
Total AUM$101.4M
Discretionary$100M
Non-Disc.$1.4M
Employees3
Clients0
DateJun 2020
Total AUM$101.4M
Discretionary$100M
Non-Disc.$1.4M
Employees3
Clients0
DateJun 2020
Total AUM$101.4M
Discretionary$100M
Non-Disc.$1.4M
Employees3
Clients0
DateJun 2020
Total AUM$101.4M
Discretionary$100M
Non-Disc.$1.4M
Employees3
Clients0
DateApr 2020
Total AUM$101.4M
Discretionary$100M
Non-Disc.$1.4M
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0