Graystone Partners Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$293,742,132
Clients
581
Advisors
3
across 2 offices
About
Graystone Partners Wealth Management provides discretionary wealth management, financial planning and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, foundations and employer-sponsored retirement plans. The firm also offers standalone financial consulting and facilitates estate-document preparation through a third‑party platform.
The firm’s investment approach is informed by Modern Portfolio Theory and tailored to client inputs such as risk tolerance, time horizon and investment policy statements, typically employing mutual funds, ETFs and individual equities. Graystone’s materials disclose it may implement short- and long-term strategies (including option strategies), permit borrowing/margin in client accounts, and may provide limited exposure to digital-asset vehicles allowed by its custodian; it also participates in third‑party program options offered by its primary custodian.
Distinctive operational features noted in the brochure include operating a wrap fee program and participating in LPL-sponsored advisory programs, with the firm sharing program fees and receiving certain platform benefits from that custodian. The brochure also discloses potential conflicts tied to custodial economic arrangements (including a repayable loan to a representative), and highlights less-common practices among peers such as the use of borrowing in managed accounts and the inclusion of testimonials in marketing.
Client services
Expertise
Fee options
$0+: up to 2.00% $1,000+: varies by LPL Program up to 2.00% $10,000+: varies for Model Wealth Portfolios Program $25,000+: varies for Manager Access Select Program
Representatives may earn commissions through LPL as registered representatives for brokerage clients; no commissions on advisory accounts
Fee-only: Fixed fee up to $5,000 for standalone financial consulting services
Main office
See office1095 West Rio Salado Parkway, Suite 101
Tempe AZ 85281
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Montana · Nebraska · New Hampshire · North Carolina · Ohio · Oregon · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Jakeb B
Series 66
Tempe, AZ
Graystone Partners Wealth Management, LLC
Jakeb Bowyer is a financial advisor at Graystone Partners Wealth Management, LLC in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent nine years at Select Medical Corporation and five years at Banner Health. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm uses an investment approach based on Modern Portfolio Theory tailored to client risk tolerance and goals, employing mutual funds, ETFs, individual equities, and option strategies.
Robert D
Series 63, Series 66
Arvada, CO
Graystone Partners Wealth Management, LLC
Robert Dyer is a financial advisor with Graystone Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He was previously associated with LPL Financial for more than 20 years before joining Graystone Partners Wealth Management in 2025. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach utilizes Modern Portfolio Theory and is tailored to client risk tolerance and investment objectives, typically employing mutual funds, ETFs, and individual equities.
Jerry G
CFP®, Series 63
Tempe, AZ
Graystone Partners Wealth Management, LLC
Jerry Gray is a CFP® with 34 years of experience in the financial services industry. He is currently with Graystone Partners Wealth Management, LLC, where he has worked since 2020, and has prior experience with LPL Financial, LLC dating back to 2003. Gray also has involvement with several business activities related to investment advisory and real estate. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client-specific factors, utilizing mutual funds, ETFs, individual equities, and strategies including options and borrowing within client accounts.
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