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GREYKASELL WEALTH STRATEGIES, INC.
CRD 329018 · SEC 801-129301
145 E. PROSPECT, SUITE 202, DANVILLE, CA, 94526, United States
Phone
925-263-9275
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.2M
Discretionary AUM
$443.2M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $26.0M |
| High net worth individuals | 83 | $393.5M |
| Pension/profit sharing plans | 3 | $23.7M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD