{
  "crd_number": 128547,
  "slug": "gray-private-wealth-llc-canton-ma-128547",
  "primary_business_name": "GRAY PRIVATE WEALTH, LLC",
  "legal_name": "GRAY PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Canton",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-29",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 540678977.0,
  "raum_discretionary": 540678977.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 59365690.0,
      "count": 25,
      "description": "IRREVOCABLE TRUSTS"
    },
    "charitable": {
      "raum": 1253501.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 54312032.0,
      "count": 110
    },
    "high_net_worth_individuals": {
      "raum": 418440787.0,
      "count": 152
    },
    "corporations_other_businesses": {
      "raum": 7306967.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "NH",
    "NY",
    "PA",
    "RI",
    "TX"
  ],
  "websites": [
    "https://grayprivatewealth.com",
    "https://linkedin.com/company/gray-private-wealth-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128547",
  "city_as_filed": "CANTON",
  "url": "https://advisorcensus.com/firm/gray-private-wealth-llc-canton-ma-128547",
  "display_name": "Gray Private Wealth, LLC",
  "summary": "Gray Private Wealth, LLC is an SEC-registered investment advisory firm in Canton, MA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Gray Private Wealth, LLC (CRD 128547): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Gray Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gray Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Gray Private Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $250 to $600 an hour (financial plans and consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Gray Private Wealth, LLC located?",
      "a": "Gray Private Wealth, LLC's principal office is in Canton, MA, according to its Form ADV."
    },
    {
      "q": "Is Gray Private Wealth, LLC registered with the SEC or a state?",
      "a": "Gray Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 128547."
    },
    {
      "q": "How much does Gray Private Wealth, LLC manage?",
      "a": "Gray Private Wealth, LLC reports $540,678,977 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gray Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gray Private Wealth, LLC: Regulatory assets under management: $234,148,720 in the October 2021 data and $540,678,977 in the October 2026 data, up 131%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gray Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (152); individuals (other than high net worth individuals) (110); other (25)."
    },
    {
      "q": "Which custodians does Gray Private Wealth, LLC use?",
      "a": "Gray Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gray Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128547"
    },
    {
      "q": "Does Gray Private Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"The minimum household balance for clients is $1,000,000 subject to reduction or waiver at the sole discretion of GPW.\""
    },
    {
      "q": "What changed in Gray Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $465,414,148 to $540,678,977 (+16%). Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 234148720.0,
      "total_employees": 6,
      "filing_date": "2021-03-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 328596321.0,
      "total_employees": 7,
      "filing_date": "2022-09-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 324543914.0,
      "total_employees": 8,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 395903370.0,
      "total_employees": 8,
      "filing_date": "2024-02-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 465414148.0,
      "total_employees": 8,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 540678977.0,
      "total_employees": 8,
      "filing_date": "2026-07-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $465,414,148 to $540,678,977 (+16%).",
        "Registered or notice-filed in NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $600 an hour (financial plans and consulting fees)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum household balance for clients is $1,000,000 subject to reduction or waiver at the sole discretion of GPW."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $600 an hour (financial plans and consulting fees)"
        ],
        "quotes": [
          "Fees will range from $250 to $600 per hour or a minimum of $5,000 on a fixed fee basis."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 600.0,
          "period": "hour",
          "service": "financial plans and consulting fees"
        }
      ]
    },
    "quotes": [
      "The minimum household balance for clients is $1,000,000 subject to reduction or waiver at the sole discretion of GPW.",
      "Fees will range from $250 to $600 per hour or a minimum of $5,000 on a fixed fee basis."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gray-private-wealth-llc-canton-ma-128547.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 54312032.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 152,
      "fewer_than_5": false,
      "raum": 418440787.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1253501.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 7306967.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 25,
      "fewer_than_5": false,
      "raum": 59365690.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128547",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}