# Gray Private Wealth

Gray Private Wealth is an Asset Manager based in Canton, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Canton, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://grayprivatewealth.com

## Regulatory record

- **CRD number:** 128547
- **SEC file number:** 801-112720
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128547

## About

GRAY PRIVATE WEALTH, LLC is an SEC-registered investment adviser in Canton, MA, registered since 2018. The firm manages approximately $541 million in assets. It has 8 employees and 4 investment advisers.

## Questions

### Is Gray Private Wealth a fiduciary?

As a fee-only registered investment adviser, Gray Private Wealth operates under a legal fiduciary duty to act in its clients' best interests. This means it cannot earn commissions or sell proprietary financial products. Its investment recommendations are required by regulation to place client interests ahead of the firm's revenue, a structural separation from broker-dealers who operate under a less stringent suitability standard.

### What separates Gray Private Wealth from a wirehouse advisory team?

Independence and product neutrality form the core distinction. A wirehouse advisor works within a corporate structure that manufactures investment products and can incentivize proprietary fund placement. Gray Private Wealth's open-architecture model sources from the entire market, and its lack of investment banking or proprietary asset management eliminates internal product pressure on portfolio construction.

### Who is the typical client for Gray Private Wealth?

The client base includes professionals, entrepreneurs, and families with significant liquid net worth — often those who have experienced a corporate exit, business sale, or long-earned accumulation phase. The firm designs its service model for clients who require independent oversight of multi-asset portfolios and the integration of estate, tax, and philanthropic planning into a unified wealth strategy.

## Related profiles

- [Shaller Associates](https://altss.com/profile/shaller-associates)
- [SUMMITRY, LLC](https://altss.com/profile/summitry-llc)

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Last updated: 2026-07-08T23:47:57.813Z

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