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GRAY PRIVATE WEALTH, LLC

CANTON, MA · CRD 128547 · IAPD ↗ · grayprivatewealth.com · 781.232.2020

$540.7MRegulatory AUM
4Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — GRAY PRIVATE WEALTH, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — GRAY PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($465.4M -> $540.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — GRAY PRIVATE WEALTH, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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