Graystone Partners Wealth Management, LLC
● SEC registered since 2020CRD 306068SEC# 801-117895Tempe, AZ
Reg. AUM
$297.3M
Employees
5
Accounts
998
Location
Tempe, AZ
Graystone Partners Wealth Management, LLC assets under management
Graystone Partners Wealth Management, LLC is an SEC-registered investment adviser based in Tempe, AZ. The firm has been registered since 2020. It reports $297.3 million in regulatory assets under management and employs 5 people.
Graystone Partners Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bowyer Financial, LLC. | Owner | 10-25% | 2026 |
| Jakeb Ray Bowyer Control | Member | Under 5% | 2026 |
| Jerry Ray Gray Control | Managing Member | Under 5% | 2020 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Graystone Partners Wealth Management, LLC manage?
Graystone Partners Wealth Management, LLC reports $297.3 million in regulatory assets under management on its Form ADV.
How many employees does Graystone Partners Wealth Management, LLC have?
Graystone Partners Wealth Management, LLC reports 5 employees.
Where is Graystone Partners Wealth Management, LLC located?
Graystone Partners Wealth Management, LLC is based in Tempe, AZ and has been SEC-registered since 2020.
Does Graystone Partners Wealth Management, LLC disclose fund performance?
Graystone Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1095 West Rio Salado Parkway, Suite 101, Tempe, AZ 85281 |
| Phone | (480) 557-9727 |
| Office hours | M-Th 8:30 a.m. - 4:30 p.m.; F 8:30 a.m. - 2:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$297.3M▼ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$297.3Mregulatory AUM
Discretionary $297.3M