Greycliff Wealth Management, Llc
- Regulatory AUM
- $83.8M
- Discretionary
- $83.8M
- Clients
- 146
- Avg AUM / client
- $574K
- Accounts
- 222
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 88 | $20.5M | 24.5% |
| High net worth individuals | 58 | $59.5M | 71.0% |
| Corporations and other businesses | Fewer than 5 clients | $3.7M | 4.47% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian J Tirri | Member, Chief Compliance Officer | Apr 2020 (6y) | 25% – 50% | |
| Jason Harris Gold | Member | Apr 2020 (6y) | 25% – 50% | |
| Cohen, Ina | Member | Aug 2021 (5y) | 50% – 75% |
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) | 04/10/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: MR. COHEN WAS NAMED A RESPONDENT IN A FINRA COMPLAINT ALLEGING THAT HE CONVERTED AT LEAST $14,606.94 FROM HIS MEMBER FIRM BY PREPARING SEVERAL FALSE EXPENSE REPORTS AND SUBMITTING THEM TO THE FIRM SEEKING REIMBURSEMENT PURSUANT TO THE FIRM'S MARKETING REIMBURSEMENT PROGRAM. THE COMPLAINT ALSO ALLEGES THAT COHEN'S PREPARATION AND SUBMISSION OF FALSE TRANSACTION RECORDS, IN SUPPORT OF FALSE EXPENSE REPORTS, CAUSE THE FIRM TO MAINTAIN INACCURATE BOOKS AND RECORDS. Status: Final Sanction Detail: RESPONDENT BARRED IN ALL CAPACITIES FROM ASSOCIATION WITH ANY FINRA MEMBER FIRM. Summary: RESPONDENT BARRED IN ALL CAPACITIES FROM ASSOCIATION WITH ANY FINRA MEMBER FIRM.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $83.8M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗