RIA Intel›Advisers›Oregon›GRAY WEALTH STRATEGIES LLC

GRAY WEALTH STRATEGIES LLC

Advisory

OR

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in OR

#245

of 305 advisers by AUM

Average account

$599K

across 152 accounts

AUM per adviser

$91M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$91M

Discretionary AUM$91M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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$92M

EXECUTIVE INVESTMENT SERVICES, LLC

LAKE OSWEGO, OR

$92M

CONCENTRIC WEALTH ADVISORS LLC

LAKE OSWEGO, OR

$90M

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