Gray Private Wealth, Llc
- Regulatory AUM
- $541M
- Discretionary
- $541M
- Clients
- 296
- Avg AUM / client
- $1.8M
- Accounts
- 296
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $54.3M | 10.0% |
| High net worth individuals | 152 | $418M | 77.4% |
| Charitable organizations | 1 | $1.3M | 0.23% |
| Corporations and other businesses | 8 | $7.3M | 1.35% |
| Other | 25 | $59.4M | 11.0% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cecere, Michael, Leonard | Member | Jan 2007 (20y) | 10% – 25% | |
| Deleo, James, Anthony | Member | Jan 2007 (20y) | 10% – 25% | |
| Gerry, Paul, Joseph | Member | Feb 2008 (19y) | 10% – 25% | |
| Hirschen, Richard, Adam | Member | Jan 2012 (15y) | 10% – 25% | |
| Justin James Klunder | Chief Executive Officer / Chief Investment Officer | CFA | Apr 2016 (10y) | 10% – 25% |
| Berardi, Kelly, A | Member | Nov 2020 (6y) | 10% – 25% | |
| Rebello, Derrick, J | Member | Nov 2020 (6y) | 10% – 25% | |
| Kenney, Stephen, Vincent | Cco | Oct 2023 (3y) | Less than 5% | |
| Amy Lorenzo Alpert | Registered representative | CFP | Jan 2023 (4y) | |
| Austin Reynolds Russell | Registered representative | CFP | Sep 2023 (3y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $541M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗