GREYCLIFF WEALTH MANAGEMENT, LLC
CRD #307645 SEC #801-118270 NEW YORK, NY 201-738-2818
SEC Registered Disclosures
Total AUM
$96.8M
Discretionary
$96.8M
Employees
4
Clients
0
Accounts
207
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $96.8M | $96.8M | $0 | 4 | 0 |
| Mar 2024 | $75M | $75M | $0 | 4 | 0 |
| Mar 2023 | $41.9M | $41.9M | $0 | 4 | 0 |
| Mar 2022 | $53.2M | $53.2M | $0 | 4 | 0 |
| Sep 2021 | $53M | $53M | $0 | 4 | 0 |
| Jun 2021 | $53M | $53M | $0 | 4 | 0 |
| Mar 2021 | $53M | $53M | $0 | 4 | 0 |
| Feb 2021 | $34.7M | $34.7M | $0 | 4 | 0 |
| Oct 2020 | $34.7M | $34.7M | $0 | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| Apr 2020 | $0 | $0 | $0 | 1 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$96.8M
Discretionary$96.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0