# Gray Wealth Strategies LLC

> Gray Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 319415
- Filed as: GRAY WEALTH STRATEGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319415
- AdvisorCensus page: https://advisorcensus.com/firm/gray-wealth-strategies-llc-319415

## Quick answers

**How is Gray Wealth Strategies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gray Wealth Strategies LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Gray Wealth Strategies LLC registered with the SEC or a state?**
Gray Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319415.

**How much does Gray Wealth Strategies LLC manage?**
Gray Wealth Strategies LLC reports $91,038,123 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does Gray Wealth Strategies LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (5).

**Does Gray Wealth Strategies LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319415

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $91,038,123
- Discretionary: $91,038,123
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,482,676 |
| High net worth individuals | 22 | $87,555,447 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- graywealthstrategies.com
- Facebook @GrayWealthStrategies
- Instagram @graywealthstrategies
- LinkedIn @andrew-gray-cfp®-09b6ba1
- Pinterest @05ehgtqyldq3083t10zm0rzscofong
- TikTok @graywealthstrategies
- YouTube @UCRqQKL6qUdgv5TN78YCyGIg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gray Wealth Strategies LLC (CRD 319415): Form ADV filing data as of October 2026.