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GREY LEDGE ADVISORS, LLC

GUILFORD, CT · CRD 124867 · IAPD ↗ · 203-453-9075

$616.0MRegulatory AUM
4Advisory reps
12Employees
1Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — GREY LEDGE ADVISORS, LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
December 2025 — GSB WEALTH MANAGEMENT, LLC is now doing business as GREY LEDGE ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2025 — GSB WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($475.0M -> $540.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.