# GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC of TEMPE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 306068
- Type: SEC-registered investment adviser
- SEC file number: 801-117895
- Location: 1095 WEST RIO SALADO PARKWAY, SUITE 101, TEMPE, AZ, 85281
- Phone: (480) 557-9727
- Latest filing: 2026-07-28
- Regulatory AUM: $297.3M
- Discretionary AUM: $297.3M
- Clients: 5
- Accounts: 998

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306068/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306068/similar
- Related entities: https://search.stillhousedata.com/firm/306068/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306068

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.