# Greystone Wealth Management LLC

> Greystone Wealth Management LLC is a state-registered investment advisory firm in Huntington Beach, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 340127
- Filed as: GREYSTONE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Huntington Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340127
- AdvisorCensus page: https://advisorcensus.com/firm/greystone-wealth-management-llc-huntington-beach-ca-340127

## Quick answers

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

**Where is Greystone Wealth Management LLC located?**
Greystone Wealth Management LLC's principal office is in Huntington Beach, CA, according to its Form ADV.

**Is Greystone Wealth Management LLC registered with the SEC or a state?**
Greystone Wealth Management LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340127.

**How much does Greystone Wealth Management LLC manage?**
Greystone Wealth Management LLC reports $7,150,000 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does Greystone Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (5).

**Does Greystone Wealth Management LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340127

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,150,000
- Discretionary: $7,150,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,720,000 |
| High net worth individuals | 5 | $1,430,000 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340127

### Websites listed on Form ADV (Item 1.I)
- greystonewm.com
- LinkedIn @greystone-wealth-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greystone Wealth Management LLC (CRD 340127): Form ADV filing data as of October 2026.