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GREYKASELL WEALTH STRATEGIES, INC.

DANVILLE, CA · CRD 329018 · IAPD ↗ · greykasell.com · 925-263-9275

$443.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — GREYKASELL WEALTH STRATEGIES, INC. reported RAUM up 32% ($334.6M -> $443.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — GREYKASELL WEALTH STRATEGIES, INC. reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2025 — GREYKASELL WEALTH STRATEGIES, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
May 2024 — GREYKASELL WEALTH STRATEGIES, INC. now reports custody of client assets ($291.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
May 2024 — GREYKASELL WEALTH STRATEGIES, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2024 — GREYKASELL WEALTH STRATEGIES, INC. (DANVILLE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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