# GREY FOX WEALTH ADVISORS, LLC

GREY FOX WEALTH ADVISORS, LLC of ROCKLAND, DE is an SEC-registered investment adviser.

## Registration

- CRD: 307172
- Type: SEC-registered investment adviser
- SEC file number: 801-122007
- Location: 100 SOUTH ROCKLAND FALLS ROAD, ROCKLAND, DE, 19732
- Phone: 302-482-3211
- Latest filing: 2026-03-24
- Regulatory AUM: $698.8M
- Discretionary AUM: $594.2M
- Non-discretionary AUM: $104.5M
- Clients: 11
- Accounts: 1,309

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Theodore James Lauzen | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Kevin Jan Dombrowski | PARTNER | — |
| Ryan P Bonner | DIRECTOR OF OPERATIONS | — |
| LAUZEN THEODORE JAMES | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Dombrowski Kevin Jan | PARTNER | — |
| MATTEIS LORETANA G | DIRECTOR OF OPERATIONS | — |
| Daniel Joseph Mcglinn | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307172/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307172/similar
- Related entities: https://search.stillhousedata.com/firm/307172/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307172

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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.