GRAY WEALTH STRATEGIES LLC

Overview

Gray Wealth Strategies LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates on an hourly and fixed-fee model rather than percentage-based investment advisory fees, which aligns with a planning-first approach. Gray Wealth Strategies shows a clear preference for public investment vehicles—primarily mutual funds—while maintaining some exposure to real estate as an alternative allocation. The adviser is owner-operated and not structured as a capital allocator, and it does not position itself as an ESG-driven or multi-state advisory firm. Investment activities center on discretionary portfolio management using pooled public products and model-based solutions rather than heavy direct stock picking. Given the relatively concentrated client base and fee structure, the firm appears suited to clients seeking ongoing planning plus delegated portfolio implementation through mutual funds and select alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices