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GREYCLIFF WEALTH MANAGEMENT, LLC

NEW YORK, NY · CRD 307645 · IAPD ↗ · 201-738-2818

$83.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — GREYCLIFF WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — GREYCLIFF WEALTH MANAGEMENT, LLC reported RAUM up 29% ($75.0M -> $96.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — GREYCLIFF WEALTH MANAGEMENT, LLC reported RAUM up 79% ($41.9M -> $75.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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