Gray Private Wealth, LLC
Firm details
- Headquarters
- Canton, Massachusetts
- CRD number
- 128547
- Registered since
- March 29, 2018
- Website
- grayprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.39%
- Other10.98%
- Individuals10.05%
- Corporations / Businesses1.35%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gray Private Wealth, LLC is an independent registered investment adviser operating as an LLC and launched in 2018. The firm is owner-operated and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selecting external advisers and managers on clients’ behalf. Fee arrangements include AUM-based fees plus the option for hourly or fixed-fee engagements. Gray Private Wealth does not list ESG investing as part of its approach. It reports an industry affiliation with accounting professionals, which suggests coordination with tax and accounting advisors as part of client service.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities38%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Justin Klunder
Partner, Chief Investment OfficerCRD 6318094
Contacts
3 of 6
Richard Hirschen
PartnerCRD 6045439
James Deleo
Leading PartnerCRD 5291653
Kelly Berardi
PartnerCRD 7323148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$218M in ETFs
100%
$217M
0%
$435K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $104M | 139,376 | 47.95% |
Location
Canton, MA
Norfolk
Location
Canton, MA
Headquartered in Canton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 150 Royall St
- Time zone
- ET (UTC-5)
- Office locations
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