A complete list of active advisors currently associated with Greykasell Wealth Strategies, Inc.
Warmer can help you find a great advisor at Greykasell Wealth Strategies, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Greykasell Wealth Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Danville, CA
| 16
| |
Danville, CA
| 3
|
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