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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 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 |
|---|---|---|---|---|
| BONNER, RYAN, P | I | DIRECTOR OF OPERATIONS | NA | |
| BONNER, RYAN, P | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| MATTEIS, LORETANA, G | I | DIRECTOR OF OPERATIONS | NA | |
| DOMBROWSKI, KEVIN, JAN | I | PARTNER | D | Control |
| DOMBROWSKI, KEVIN, JAN | I | PARTNER | D | Control |
| DOMBROWSKI, KEVIN, JAN | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| Dombrowski, Kevin, Jan | I | PARTNER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAUZEN, THEODORE, JAMES | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Sep 12, 2025 REGISTERED
Notice Filings (13)
CA DE FL IL MA MD MI NH NJ NY PA TX VA
Address
100 SOUTH ROCKLAND FALLS ROADROCKLAND, DE 19732
United States
Phone: 302-482-3211