GREYKASELL WEALTH STRATEGIES, INC.

Overview

Greykasell Wealth Strategies, Inc. is an independent registered investment adviser that began SEC registration in 2024 and operates as an individually owned RIA. The firm serves both high-net-worth individuals and institutional clients, acting as a capital allocator that builds and manages discretionary portfolios while also offering financial planning and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio management and project-based advisory work. Investment approach centers on managed public funds and mutual funds as the backbone of portfolios, complemented by third-party alternatives when appropriate. The firm provides portfolio management for individuals and small businesses and also performs selection-of-other-advisers, indicating a willingness to outsource specialized strategies or place client capital with external managers when those managers better meet a specific mandate.

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Public Holdings

Investments & Alternatives

Location & Offices