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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 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 |
|---|---|---|---|---|
| Pammett, Cynthia, Alyssa | I | CCO | NA | Control |
| Pammett, Cynthia, Alyssa | I | CCO | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EISENHAUER, DAVID, JEFFREY | I | OWNER | E | Control |
| EISENHAUER, DAVID, JEFFREY | I | OWNER & PRESIDENT | E | Control |
| EISENHAUER, DAVID, JEFFREY | I | OWNER & PRESIDENT | E | Control |
| EISENHAUER, DAVID, JEFFREY | I | OWNER & PRESIDENT | E | Control |
| EISENHAUER, DAVID, JEFFREY | I | OWNER & PRESIDENT | E | Control |
| EISENHAUER, DAVID, JEFFREY | I | OWNER & PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (1)
CA
Address
145 E. PROSPECTSUITE 202
DANVILLE, CA 94526
United States
Phone: 925-263-9275