Graystone Partners Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Graystone Partners Wealth Management reports 586 clients. They include 425 individual clients, 156 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($297M across 998 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $260M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 27% |
| High-net-worth individuals | 27% | 72% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 425 | $80.1M | 26.9% | $188K |
| High-net-worth individuals | 156 | $214M | 71.9% | $1.37M |
| Pension and profit-sharing plans | Fewer than 5 | $1.15M | 0.4% | $1.15M |
| Charitable organizations | Fewer than 5 | $1.4M | 0.5% | $1.4M |
| Corporations and other businesses | Fewer than 5 | $981K | 0.3% | $327K |
| Total | 586 | $297M | 100% | — |
- Clients
- 425
- Regulatory AUM
- $80.1M
- AUM share
- 26.9%
- Avg. per client
- $188K
- Clients
- 156
- Regulatory AUM
- $214M
- AUM share
- 71.9%
- Avg. per client
- $1.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.15M
- AUM share
- 0.4%
- Avg. per client
- $1.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.4M
- AUM share
- 0.5%
- Avg. per client
- $1.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $981K
- AUM share
- 0.3%
- Avg. per client
- $327K
Total
- Clients
- 586
- Regulatory AUM
- $297M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Graystone Partners Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Planning Services
- Retirement plan advisory fees are a percentage of managed plan assets, not exceeding 2.00%, and are set case by case in the retirement plan agreement.
- Standalone Financial Consulting
- Standalone financial consulting is a fixed fee of up to $5,000, depending on the level and complexity of services, due on engagement or on delivery of the analysis.
JG Financial Services, Inc. owns 50% to 75% of Graystone Partners Wealth Management and is in turn owned by Jerry Gray (75% or more). The leadership team of Graystone Partners Wealth Management includes Chief Compliance Officer Tracy Bierworth. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Graystone Partners Wealth Management, LLC
JG Financial Services, Inc.
Control person · since January 2020
- Owns 75% or more of JG Financial Services, Inc.
Jerry Gray
Control person · since August 1998
- Owns 10% to 25% of Graystone Partners Wealth Management, LLC
Bowyer Financial, LLC.
since January 2026
Jakeb Bowyer
Owner · since January 2026
Graystone Partners Wealth Management’s regulatory assets grew 1.6× from $190M (February 2021) to $297M (July 2026); clients rose from 439 to 586 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $297M | 586 | 5 | 1 |
| Jul 2025July 2025 | $349M | 957 | 5 | 1 |
| Jun 2024June 2024 | $266M | 869 | 5 | 1 |
| Jul 2023July 2023 | $202M | 1,187 | 5 | 1 |
| Jun 2022June 2022 | $222M | 622 | 2 | 1 |
| Feb 2021February 2021 | $190M | 439 | 2 | 1 |
Besides its headquarters, Graystone Partners Wealth Management has 0 offices, with 1 listed address in 1 state.
Arizona · 1 listed address
- 1095 West Rio Salado Parkway, Suite 101, TempeHQ
Contact and registration details
- Legal name
- Graystone Partners Wealth Management, LLC
- Headquarters
- 1095 West Rio Salado Parkway, Suite 101, Tempe, AZ 85281
- Website
- graystonepartners.net
- Phone
- 480-557-9727
- @graystone-partner
- SEC file
- 801-117895
- Structure
- Arizona LLC
- Fiscal year end
- December
Graystone Partners Wealth Management’s named custodian for separately managed accounts is LPL Financial ($297M). Graystone Partners Wealth Management has custody of $112M for 214 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $297M100%
At year end, Graystone Partners Wealth Management’s separately managed accounts were mostly in funds (72%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds72%
- Bonds1%
- Cash2%
How many clients does Graystone Partners Wealth Management have?
Graystone Partners Wealth Management has 586 clients and manages $297 million for them, as of July 2026. They include 425 individual clients, 156 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026
What services does Graystone Partners Wealth Management offer?
Graystone Partners Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Graystone Partners Wealth Management use?
Graystone Partners Wealth Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $297M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026
How many financial advisors does Graystone Partners Wealth Management have?
Graystone Partners Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Graystone Partners Wealth Management invest in?
At the end of its last fiscal year, Graystone Partners Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Graystone Partners Wealth Management?
Graystone Partners Wealth Management is owned through holding companies by Jerry Gray. Its direct owners are JG Financial Services, Inc. (50% to 75%) and Bowyer Financial, LLC. (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 July 2026
How does Graystone Partners Wealth Management get paid?
Graystone Partners Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Graystone Partners Wealth Management?
Graystone Partners Wealth Management’s main office is at 1095 West Rio Salado Parkway, Suite 101, Tempe, AZ 85281. Its phone number is 480-557-9727. Its website is graystonepartners.net.