GREYCLIFF WEALTH MANAGEMENT, LLC
Adviser information for GREYCLIFF WEALTH MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 221 | $75.0M |
| Non-Discretionary | 0 | $0 |
| Total | 221 | $75.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 60 | $11.4M |
| HNW Individuals | 46 | $63.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $126 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-118270 |
|---|---|
| SEC ERA File Number | 801-118270 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307645 |
| Legal Entity Identifier | None |
Principal Office
1185 6TH AVE, FLOOR 3NEW YORK
NY
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 201-738-2818, Fax: None
Chief Compliance Officer
BRIAN TIRRI
MEMBER
6042 GLENDALE DRIVE
BOCA RATON
FL
United States
Tel:
201-738-2818
B*****@**************M
(Full email address available in API data)
Regulatory Contact
JORDAN GREEN
COUNSEL
1185 6TH AVE, FLOOR 3
NEW YORK
NY
United States
Tel:
609-881-0101
J*****@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TIRRI, BRIAN, J | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 04/2020 | 25-50% |
| GOLD, JASON | Individual | – | MEMBER | 04/2020 | 25-50% |
| Cohen, Ina | Individual | – | MEMBER | 08/2021 | 50-75% |