Greycliff Wealth Management, LLC
● SEC registered since 2020CRD 307645SEC# 801-118270New York, NY
Reg. AUM
$83.8M
Employees
4
Accounts
222
Location
New York, NY
Greycliff Wealth Management, LLC assets under management
Greycliff Wealth Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2020. It reports $83.8 million in regulatory assets under management and employs 4 people.
Greycliff Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J Tirri Control | Member, Chief Compliance Officer | 25-50% | 2020 |
| Ina Cohen Control | Member | 50-75% | 2021 |
| Jason Gold Control | Member | 25-50% | 2020 |
Frequently asked questions
How much does Greycliff Wealth Management, LLC manage?
Greycliff Wealth Management, LLC reports $83.8 million in regulatory assets under management on its Form ADV.
How many employees does Greycliff Wealth Management, LLC have?
Greycliff Wealth Management, LLC reports 4 employees.
Where is Greycliff Wealth Management, LLC located?
Greycliff Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2020.
Does Greycliff Wealth Management, LLC disclose fund performance?
Greycliff 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 | 1185 6th Ave, Floor 3, New York, NY 10036 |
| Phone | 201-738-2818 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$83.8M▼ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$83.8Mregulatory AUM
Discretionary $83.8M