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GREYCLIFF WEALTH MANAGEMENT, LLC
CRD 307645 · SEC 801-118270
1185 6TH AVE, FLOOR 3, NEW YORK, NY, 10036, United States
Phone
201-738-2818
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$83.8M
Discretionary AUM
$83.8M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $20.5M |
| High net worth individuals | 58 | $59.5M |
States served
NY, FL
Official SEC filing: View on IAPD