Grey Fox Wealth Advisors, LLC
● SEC registered since 2021CRD 307172SEC# 801-122007Rockland, DE
Reg. AUM
$698.8M
Employees
11
Accounts
1,309
Location
Rockland, DE
Grey Fox Wealth Advisors, LLC assets under management
Grey Fox Wealth Advisors, LLC is an SEC-registered investment adviser based in Rockland, DE. The firm has been registered since 2021. It reports $698.8 million in regulatory assets under management and employs 11 people.
Grey Fox Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph McGlinn | Director Of Operations And Chief Compliance Officer | Under 5% | 2026 |
| Kevin Jan Dombrowski Control | Partner | 50-75% | 2020 |
| Theodore James Lauzen Control | Partner | 50-75% | 2019 |
Frequently asked questions
How much does Grey Fox Wealth Advisors, LLC manage?
Grey Fox Wealth Advisors, LLC reports $698.8 million in regulatory assets under management on its Form ADV.
How many employees does Grey Fox Wealth Advisors, LLC have?
Grey Fox Wealth Advisors, LLC reports 11 employees.
Where is Grey Fox Wealth Advisors, LLC located?
Grey Fox Wealth Advisors, LLC is based in Rockland, DE and has been SEC-registered since 2021.
Does Grey Fox Wealth Advisors, LLC disclose fund performance?
Grey Fox Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 South Rockland Falls Road, Rockland, DE 19732 |
| Phone | 302-482-3211 |
| Office hours | 8:30 a.m. - 6:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1965362 |
| Discloses disciplinary history | No |
Regulatory AUM
$698.8M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$698.8Mregulatory AUM
Discretionary $594.2MNon-discretionary $104.5M