Overview
Assets Under Management: $84 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 58
Average Client Assets: $1.0 million
Frequently Asked Questions
GREYCLIFF WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307645), GREYCLIFF WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GREYCLIFF WEALTH MANAGEMENT, LLC is headquartered in NEW YORK, NY.
GREYCLIFF WEALTH MANAGEMENT, LLC serves 58 high-net-worth clients according to their SEC filing dated April 10, 2026. View client details ↓
According to their SEC Form ADV, GREYCLIFF WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GREYCLIFF WEALTH MANAGEMENT, LLC manages $84 million in client assets according to their SEC filing dated April 10, 2026.
According to their SEC Form ADV, GREYCLIFF WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.03%
Average Client Assets: $1.0 million
Total Client Accounts: 222
Discretionary Accounts: 222
Regulatory Filings
CRD Number: 307645
Filing ID: 2093670
Last Filing Date: 2026-04-10 13:01:51