RIA Intel›Advisers›New York›GREYSTONE WEALTH ADVISORS LLC

GREYSTONE WEALTH ADVISORS LLC

Advisory

N·RYE BROOK, NY

Data as of Jun 22, 2021 · Source: SEC Form ADV

Total AUM

$313M

1-Year AUM Growth

+8.4%

3-Year CAGR

+13.5%

Employees

3

Assets Under Management

Total AUM$313M

Discretionary AUM$296M

Non-Discretionary AUM$17M

Discretionary %94.6%

Total Clients—

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record41

First FilingMar 19, 2003

Latest FilingJun 22, 2021

🔒 Full AUM trend chart and 41 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GREYSTONE WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.