GREYKASELL WEALTH STRATEGIES, INC.
CRD #329018 SEC #801-129301 DANVILLE, CA 925-263-9275
SEC Registered
Total AUM
$334.6M
Discretionary
$334.6M
Employees
4
Clients
10
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $334.6M | $334.6M | $0 | 4 | 0 |
| Oct 2024 | $291.2M | $291.2M | $0 | 3 | 0 |
| Apr 2024 | $291.2M | $291.2M | $0 | 3 | 0 |
| Feb 2024 | $0 | $0 | $0 | 3 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$291.2M
Discretionary$291.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$291.2M
Discretionary$291.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0