Greykasell Wealth Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$419,472,696
Clients
121
Advisors
2
of 5 employees
About
Greykasell Wealth Strategies serves high‑net‑worth individuals and their families, as well as retirement plans, trusts, and businesses, focusing advisory services on clients with significant investable assets and a typical account minimum they may waive in certain circumstances. The firm offers discretionary and non‑discretionary investment management, financial planning and consulting, retirement plan consulting, and can advise on employer‑sponsored retirement plan options not held at a client’s primary custodian.
The firm constructs globally diversified portfolios using ETFs, mutual funds, individual debt, alternative investments, and selected independent managers or sub‑advisors, emphasizing strategic asset allocation with periodic tactical adjustments, ongoing review, and regular rebalancing. Greykasell’s stated approach favors long‑term, disciplined investing over market timing and includes written quarterly performance evaluations and periodic monitoring of underlying managers and funds.
Noteworthy features in the brochure include SEC registration (effective February 2024) and reported discretionary assets under management of approximately $443 million as of December 31, 2025, indicating scale relative to many single‑office firms. The firm’s marketing disclosures list its website and indicate the use of endorsements and third‑party ratings in advertising—practices that are uncommon among peers—and the brochure also discloses that certain associated persons are licensed insurance agents who may receive commissions, a potential conflict disclosed in its policies.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $6,200 to $12,400
$0+: 0.3% +: up to 1.65%
Up to $500 per hour
Account minimum: $1,000,000
Main office
145 E. Prospect, Suite 202
Danville CA 94526
Advisors at this office
2
Most active in
California
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
Cynthia M
CFP®, Series 63
Danville, CA
Greykasell Wealth Strategies, Inc.
Cynthia Miller is a CFP® and holds a Series 63 license with three years of industry experience. She is currently with Greykasell Wealth Strategies, Inc. and previously worked at Northwestern Mutual Wealth Management Company and related entities from 2019 to 2024. Outside of her advisory roles, she has been involved with local swim teams. Greykasell Wealth Strategies serves high-net-worth individuals, retirement plans, trusts, and businesses, providing both discretionary and non-discretionary investment management alongside financial and retirement plan consulting. The firm emphasizes strategic asset allocation through globally diversified portfolios and favors long-term, disciplined investing with regular performance reviews.
David E
CFP®, Series 66
Danville, CA
Greykasell Wealth Strategies, Inc.
David Eisenhauer is a CFP® professional with 16 years of industry experience. He is currently with Greykasell Wealth Strategies, Inc., where he has worked since 2024. Prior to this, he spent over a decade at Northwestern Mutual in various roles. Eisenhauer is vice president of the board for the nonprofit School of Imagination and has partial ownership in Succession Planning, LLC, which offers a web-based succession cash flow analysis tool. Greykasell Wealth Strategies serves high-net-worth individuals, retirement plans, trusts, and businesses, focusing on clients with significant investable assets. The firm employs a disciplined, long-term investment approach using globally diversified portfolios constructed from ETFs, mutual funds, debt, alternative investments, and selected managers, providing both discretionary and non-discretionary advisory services.
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