Gray Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$472,752,819
Clients
262
Advisors
3
of 8 employees
About
Gray Private Wealth, LLC provides discretionary and non‑discretionary investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, corporations, foundations and charitable organizations. Services described in the brochure include tailored portfolio management, tax and retirement planning, cash‑flow and education planning, consulting engagements, and the sourcing of third‑party alternative investments such as private equity interval funds.
The firm develops individualized Investment Policy Statements and typically implements strategic asset allocations using mutual funds, ETFs, separately managed accounts and third‑party sub‑advisers, with ongoing quantitative and qualitative due diligence and periodic monitoring. GPW generally manages accounts on a discretionary basis, emphasizes long‑term after‑tax, risk‑adjusted returns, and will use sub‑advisers or alternative investment vehicles when suitability and liquidity criteria are met.
The brochure discloses a formal affiliation and solicitation arrangement with the accounting firm Gray, Gray & Gray LLP, including reciprocal recommendations and a referral compensation arrangement that the firm discloses in Item 14. It also notes advertising practices that include hypothetical performance and the use of endorsements, and discloses custody practices (including standing letters of authorization) that can result in the firm being deemed to have custody and subject to surprise examinations.
Client services
Expertise
Occupation focus
Fee options
Minimum $5,000 fixed fee for financial planning and consulting
up to 1.25% annually (negotiated rate depending on asset size)
$250 to $600 per hour for financial planning and consulting
Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees charged on hourly basis ($250 to $600 per hour) or fixed fee basis (minimum $5,000)
Main office
150 Royall Street, Suite 102
Canton MA 02021
Advisors at this office
3
Most active in
California · Florida · Massachusetts · New Hampshire · New York · Pennsylvania · Rhode Island · Texas
Also doing business as
Gray Equity Management, LLC · Gray Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Justin K
CFA®, Series 66
Canton, MA
Gray Private Wealth, LLC
Justin Klunder is a CFA® charterholder and holds the Series 66 designation, with 11 years of experience in the financial advisory industry. He has worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. before joining Gray Private Wealth, LLC in 2015, where he currently serves as a financial advisor. Gray Private Wealth provides discretionary and non-discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, foundations, corporations, and other entities. The firm manages tailored advisory relationships and approximately $465 million in assets, offering personalized investment policies, strategic asset allocations, and a range of investment vehicles including mutual funds, ETFs, and third-party managers.
Amy A
CFP®, Series 66
Canton, MA
Gray Private Wealth, LLC
Amy Alpert is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Gray Private Wealth, LLC since 2019 and previously at R Miller and Associates and New England Private Wealth Advisors. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, foundations, and charitable organizations. The firm emphasizes long-term, after-tax, risk-adjusted returns through tailored portfolio management and utilizes mutual funds, ETFs, separately managed accounts, and third-party sub-advisers.
Austin R
CFP®
Canton, MA
Gray Private Wealth, LLC
Austin Russell is a CFP® professional with three years of industry experience, currently serving at Gray Private Wealth, LLC since 2019. Prior to that, he worked at Lifetime Financial Growth and has experience with Motorcycles of Manchester and Ohio State University. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, corporations, foundations, and charitable organizations. The firm focuses on tailored portfolio management and comprehensive financial planning, emphasizing long-term after-tax, risk-adjusted returns through strategic asset allocations and the use of mutual funds, ETFs, separately managed accounts, and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)