RIA Intelligence

GREY FOX WEALTH ADVISORS, LLC

CRD #307172 SEC #801-122007 ROCKLAND, DE 302-482-3211
SEC Registered
Total AUM
$544.1M
Discretionary
$460.6M
Employees
11
Clients
101
Accounts
1,199

AUM Over Time

DateSep 2025
Total AUM$544.1M
Discretionary$460.6M
Non-Disc.$83.5M
Employees11
Clients0
DateMar 2025
Total AUM$544.1M
Discretionary$460.6M
Non-Disc.$83.5M
Employees9
Clients0
DateFeb 2024
Total AUM$382.6M
Discretionary$340.4M
Non-Disc.$42.2M
Employees5
Clients0
DateMar 2023
Total AUM$274.4M
Discretionary$242M
Non-Disc.$32.4M
Employees5
Clients0
DateMar 2023
Total AUM$274.4M
Discretionary$242M
Non-Disc.$32.4M
Employees5
Clients0
DateJan 2023
Total AUM$274.4M
Discretionary$242M
Non-Disc.$32.4M
Employees5
Clients0
DateJan 2023
Total AUM$274.4M
Discretionary$242M
Non-Disc.$32.4M
Employees5
Clients0
DateJan 2023
Total AUM$150.7M
Discretionary$119.2M
Non-Disc.$31.5M
Employees5
Clients0
DateOct 2022
Total AUM$150.7M
Discretionary$119.2M
Non-Disc.$31.5M
Employees5
Clients0
DateOct 2022
Total AUM$150.7M
Discretionary$119.2M
Non-Disc.$31.5M
Employees4
Clients0
DateSep 2022
Total AUM$150.7M
Discretionary$119.2M
Non-Disc.$31.5M
Employees4
Clients0
DateMay 2022
Total AUM$150.7M
Discretionary$119.2M
Non-Disc.$31.5M
Employees3
Clients0
DateApr 2022
Total AUM$150.7M
Discretionary$119.2M
Non-Disc.$31.5M
Employees2
Clients0
DateMar 2022
Total AUM$150.7M
Discretionary$119.2M
Non-Disc.$31.5M
Employees2
Clients0
DateJan 2022
Total AUM$114.5M
Discretionary$81.1M
Non-Disc.$33.3M
Employees2
Clients0
DateJan 2022
Total AUM$114.5M
Discretionary$81.1M
Non-Disc.$33.3M
Employees2
Clients0
DateNov 2021
Total AUM$114.5M
Discretionary$81.1M
Non-Disc.$33.3M
Employees2
Clients0
DateSep 2021
Total AUM$114.5M
Discretionary$81.1M
Non-Disc.$33.3M
Employees2
Clients0
DateJul 2021
Total AUM$114.5M
Discretionary$81.1M
Non-Disc.$33.3M
Employees2
Clients0