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GREY FOX WEALTH ADVISORS, LLC

ROCKLAND, DE · CRD 307172 · IAPD ↗ · 302-482-3211

$698.8MRegulatory AUM
8Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — GREY FOX WEALTH ADVISORS, LLC reported RAUM up 28% ($544.1M -> $698.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
December 2025 — GREY FOX WEALTH ADVISORS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — GREY FOX WEALTH ADVISORS, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — GREY FOX WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($382.6M -> $544.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
March 2024 — GREY FOX WEALTH ADVISORS, LLC reported RAUM up 39% ($274.4M -> $382.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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