GRAY PRIVATE WEALTH, LLC
SEC RegisteredTHE POWER OF MORE
About the firm
Gray Private Wealth, LLC delivers tailored asset management and investment strategies to meet the sophisticated needs of wealthy individuals and families. For over two decades, the firm has taken a holistic approach to private wealth management, assessing all aspects of clients' financial lives and unique objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive private wealth management services including asset management, investment selection, asset allocation strategies, asset location for tax-efficiency, cash flow modeling, gifting and estate planning strategies, education funding, and retirement planning. Clients may also access strategic tax planning and accounting services through affiliate Gray, Gray & Gray, LLP, and investment banking services including mergers & acquisitions and institutional capital raising through affiliate Gray Strategic Partners, LLC.
Who they serve
Wealthy individuals and families with sophisticated financial needs, including entrepreneurs, retirees, and those planning for education expenses and estate planning milestones.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 110 | $54M |
| High Net Worth Individuals | 152 | $418M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GRAY PRIVATE WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.