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WEALTHION

NEW YORK, NY · CRD 158941 · IAPD ↗ · greylockpeak.com · 646-822-1269

$0Regulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
40States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — GREYLOCK PEAK INVESTMENTS, LLC is now doing business as WEALTHION.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
36
January 2026 — GREYLOCK PEAK INVESTMENTS, LLC notice-filed in AL, MD, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
32
November 2024 — GREYLOCK PEAK INVESTMENTS, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
32
May 2024 — GREYLOCK PEAK INVESTMENTS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
March 2024 — GREYLOCK PEAK INVESTMENTS, LLC notice-filed in CT, KY, LA, MT, SC, TN, UT.
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.