Gray Private Wealth, LLC
● SEC registered since 2018CRD 128547SEC# 801-112720Canton, MA
Reg. AUM
$540.7M
Employees
8
Accounts
296
Location
Canton, MA
Gray Private Wealth, LLC assets under management
Gray Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Canton, MA. The firm has been registered since 2018. It reports $540.7 million in regulatory assets under management and employs 8 people.
Gray Private Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derrick J Rebello | Member | 10-25% | 2020 |
| James Anthony Deleo | Member | 10-25% | 2007 |
| Justin James Klunder Control | Chief Executive Officer / Chief Investment Officer / Chief Compliance Officer | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Gray Private Wealth, LLC manage?
Gray Private Wealth, LLC reports $540.7 million in regulatory assets under management on its Form ADV.
How many employees does Gray Private Wealth, LLC have?
Gray Private Wealth, LLC reports 8 employees.
Where is Gray Private Wealth, LLC located?
Gray Private Wealth, LLC is based in Canton, MA and has been SEC-registered since 2018.
Does Gray Private Wealth, LLC disclose fund performance?
Gray Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 Royall Street, Suite 102, Canton, MA 02021 |
| Phone | 781.232.2020 |
| Fax | 781.407.0303 |
| Office hours | 8:30-5:30 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$540.7M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$540.7Mregulatory AUM
Discretionary $540.7M