GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC of TEMPE, AZ is an SEC-registered investment adviser (CRD 306068). Regulatory assets under management: $297.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jerry Ray Gray | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; OWNER | — |
| Tracy Lee Bierworth | CHIEF COMPLIANCE OFFICER | — |
| Janette Monica Schwendeman | OWNER | — |
| SCHWENDEMAN JANETTE MONICA | CHIEF COMPLIANCE OFFICER; OWNER | — |
| GRAY JERRY RAY | CHIEF EXECUTIVE OFFICER; OWNER | — |
| BIERWORTH TRACY LEE | CHIEF COMPLIANCE OFFICER | — |
| Jakeb Ray Bowyer | MEMBER; OWNER | — |