# Promenade Wealth

Promenade Wealth is a Bank / Wealth / Trust based in North Bend, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** North Bend, United States
- **Region:** North America
- **Address:** North Bend, WA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** promenadewealth.com
- **LinkedIn:** https://www.linkedin.com/company/anitalgray

## Regulatory record

- **CRD number:** 306891
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306891

## About

Anita Gray founded Promenade Wealth in 2019 in North Bend, Washington, launching a solo advisory practice after a career that spanned large national broker-dealers and smaller independent advisory firms. She anchored the firm on a core belief that ethical standards must align the firm's success directly with its clients' best interests, adopting a comprehensive financial planning model as the first step in every client engagement. Promenade Wealth builds its investment approach on a foundation of holistic financial planning, not product sales. The firm structures client portfolios in partnership with Dimensional Fund Advisors, while Charles Schwab provides custodial services. Gray's methodology emphasizes frequent plan reviews to maintain alignment with each client's evolving goals and circumstances. While the firm publicly discusses working with individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations, it does not disclose specific holdings or asset-class weightings. Gray is the sole named principal and a CFP® professional, having started her financial services career in 2006 after a decade in travel and tourism. Originally from the UK, she has lived in the Pacific Northwest for more than 20 years. Promenade Wealth does not disclose total assets under advisement or a team headcount, and the firm operates from a single office in North Bend with no adjacent vehicles, philanthropic foundations, or co-investor clubs publicly noted. Promenade Wealth's structure reflects a deliberate move toward the solo, fiduciary-model RIA — a break from the institutional broker-dealer environment where Gray began her career. The firm's value proposition rests on a single individual's judgment and the CFP® standard, making succession and continuity the natural structural questions that any client or counterparty would eventually need to address.

## People

- Anita Gray — Founder/Principal

## Questions

### Who runs investment decisions at Promenade Wealth?

Anita Gray, the firm's Founder and Principal, is the sole decision-maker for investment and planning recommendations. She holds a CERTIFIED FINANCIAL PLANNER™ designation and structures client portfolios in collaboration with Dimensional Fund Advisors. Gray made a deliberate choice to operate as a solo practice after holding roles at both large broker-dealers and smaller independent firms earlier in her career.

### What is Promenade Wealth's known posture on succession planning?

With a single named principal and no publicly disclosed team, the firm's continuity plan is not documented on its website. This is a structural consideration for clients who prioritize multi-advisor redundancy. The absence of a stated partnership track or junior advisor network means the practice's long-term trajectory currently depends entirely on Gray's continued involvement.

### How is Promenade Wealth related to Dimensional Fund Advisors?

Promenade Wealth uses DFA as its designated investment partner for portfolio management, per the firm's own disclosures. This is a product- and strategy-level relationship — DFA provides the investment vehicles, while Gray determines the planning framework and client-specific allocations. The firm is not affiliated with or owned by DFA.

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Last updated: 2026-07-08T22:21:43.382Z

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