← Tributary

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

TEMPE, AZ · CRD 306068 · IAPD ↗ · (480) 557-9727

$297.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC reported RAUM up 31% ($265.7M -> $348.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2024 — GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2024 — GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC notice-filed in IL, MI, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC reported RAUM up 31% ($202.4M -> $265.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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