GREYKASELL WEALTH STRATEGIES, INC.
Adviser information for GREYKASELL WEALTH STRATEGIES, INC. last updated from Form ADV on February 15th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-129301 |
|---|---|
| SEC ERA File Number | 801-129301 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329018 |
| Legal Entity Identifier | None |
Principal Office
145 E. PROSPECTSUITE 202
DANVILLE
CA
United States
Monday - Friday, 7AM TO 4PM
Tel: 925-263-9275, Fax: None
Chief Compliance Officer
JESSICA ROEPER
6224 TURPIN HILLS DR.
CINCINNATI
OH
United States
Tel:
513-857-1392
J*************@******O
(Full email address available in API data)
Regulatory Contact
EMIL J. ALI
COUNSEL
13337 SOUTH STREET
SUITE 555
CERRITOS
CA
United States
Tel:
310-596-1234
E***@************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 |
|---|---|---|---|---|---|
| EISENHAUER, DAVID, JEFFREY | Individual | – | OWNER & PRESIDENT | 12/2023 | > 75% |
| ROEPER, JESSICA, J | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |