Greykasell Wealth Strategies, Inc.
● SEC registered since 2024CRD 329018SEC# 801-129301Danville, CA
Reg. AUM
$443.2M
Employees
5
Accounts
409
Location
Danville, CA
Greykasell Wealth Strategies, Inc. assets under management
Greykasell Wealth Strategies, Inc. operates as an SEC-registered investment adviser based in Danville, CA. The firm has been registered since 2024. It reports $443.2 million in regulatory assets under management and employs 5 people.
Greykasell Wealth Strategies, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jeffrey Eisenhauer Control | Owner & President | Over 75% | 2023 |
| Jessica J Roeper Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Greykasell Wealth Strategies, Inc. manage?
Greykasell Wealth Strategies, Inc. reports $443.2 million in regulatory assets under management on its Form ADV.
How many employees does Greykasell Wealth Strategies, Inc. have?
Greykasell Wealth Strategies, Inc. reports 5 employees.
Where is Greykasell Wealth Strategies, Inc. located?
Greykasell Wealth Strategies, Inc. is based in Danville, CA and has been SEC-registered since 2024.
Does Greykasell Wealth Strategies, Inc. disclose fund performance?
Greykasell Wealth Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 145 E. Prospect, Suite 202, Danville, CA 94526 |
| Phone | 925-263-9275 |
| Office hours | 7a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.2M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$443.2Mregulatory AUM
Discretionary $443.2M