# Graystone Partners Wealth Management, LLC

> Graystone Partners Wealth Management, LLC is an SEC-registered investment advisory firm in Tempe, AZ, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 306068
- Filed as: GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tempe, AZ
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306068
- AdvisorCensus page: https://advisorcensus.com/firm/graystone-partners-wealth-management-llc-tempe-az-306068

## Quick answers

**How is Graystone Partners Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Graystone Partners Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Graystone Partners Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated July 28, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states); Flat fee: up to $5,000 (standalone Financial Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Graystone Partners Wealth Management, LLC located?**
Graystone Partners Wealth Management, LLC's principal office is in Tempe, AZ, according to its Form ADV.

**Is Graystone Partners Wealth Management, LLC registered with the SEC or a state?**
Graystone Partners Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306068.

**How much does Graystone Partners Wealth Management, LLC manage?**
Graystone Partners Wealth Management, LLC reports $297,272,886 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**How have Graystone Partners Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Graystone Partners Wealth Management, LLC: Regulatory assets under management: $190,415,289 in the October 2021 data and $297,272,886 in the October 2026 data, up 56%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Graystone Partners Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (425); high net worth individuals (156); corporations or other businesses not listed above (3).

**Which custodians does Graystone Partners Wealth Management, LLC use?**
Graystone Partners Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Graystone Partners Wealth Management, LLC report any disciplinary disclosures?**
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/306068

**What changed in Graystone Partners Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> The maximum fee we charge clients is 2.00% and the fee is clearly noted on the advisory agreement you signed with us.

> Retirement Advisory Fees are based on a percentage of managed plan assets and will not exceed 2.00%.

- Flat fee: up to $5,000 (standalone Financial Consulting)

> For standalone Financial Consulting, our fee is fixed up to $5,000 depending on the level and complexity of services being provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $297,272,886
- Discretionary: $297,272,886
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 425 | $80,071,374 |
| High net worth individuals | 156 | $213,670,758 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,150,315 |
| Charitable organizations | 1 | $1,399,598 |
| Corporations or other businesses not listed above | 3 | $980,841 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, IL, MT, NC, NE, NH, OH, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- graystonepartners.net
- Facebook @GRAYSTONEPARTNERSWEALTHMANAGEMENT
- LinkedIn @graystone-partner
- LinkedIn @janetteschwendeman
- LinkedIn @jerry-gray-400b082

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $190,415,289 | 2 | August 3, 2021 |
| October 2022 | $221,910,616 | 2 | June 8, 2022 |
| October 2023 | $202,440,966 | 5 | July 11, 2023 |
| October 2024 | $265,729,297 | 5 | June 3, 2024 |
| October 2025 | $348,943,355 | 5 | July 16, 2025 |
| October 2026 | $297,272,886 | 5 | July 28, 2026 |

Regulatory assets under management: $190,415,289 in the October 2021 data and $297,272,886 in the October 2026 data, up 56%.
Total employees: 2 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $348,943,355 to $297,272,886 (-15%).
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in MT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graystone Partners Wealth Management, LLC (CRD 306068): Form ADV filing data as of October 2026.