GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
C34
CRD 306068·SEC 801-117895·TEMPE, AZ
AUM
$297.3M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$892K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $101.4M
'22 · $190.4M
'23 · $221.9M
'25 · $348.9M
'26 · $297.3M
'21'26
$101.4M → $297.3M▲ +193%
Client mix
| Individuals Other | 425 |
| Individuals High Net Worth | 156 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 3 advisors
'26 · 3 advisors
'21'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
MUFG Union Bank, National Association
Mufg Union Bank, National Association
Compliance & brand
All other collected signals (18)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationTempe, AZ
Bank One, Arizona, National AssociationTempe, AZ
Soi Zip Distribution
Stub 1
| AGI | 72,266 |
| Returns | 5,520 |
Stub 2
| AGI | 187,710 |
| Returns | 5,110 |
Stub 3
| AGI | 152,863 |
| Returns | 2,520 |