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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIERWORTH, TRACY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAY, JERRY, RAY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | E | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JG FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | D | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
| JMS FINANCIAL SERVICES, INC. | DE | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| GRAY, JERRY, RAY | I | JG FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
| SCHWENDEMAN, JANETTE, MONICA | I | JMS FINANCIAL SERVICES, INC. | E | Control |
Registrations
Federal
IA
Jul 16, 2025 REGISTERED
Notice Filings (14)
AZ CA CO FL IL MI NC NE NH OH OR TX UT WA
Address
1095 WEST RIO SALADO PARKWAYSUITE 101
TEMPE, AZ 85281
United States
Phone: (480) 557-9727