Graystone Partners Wealth Management, Llc
- Regulatory AUM
- $297M
- Discretionary
- $297M
- Clients
- 586
- Avg AUM / client
- $507K
- Accounts
- 998
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 425 | $80.1M | 26.9% |
| High net worth individuals | 156 | $214M | 71.9% |
| Pension and profit sharing plans | 1 | $1.2M | 0.39% |
| Charitable organizations | 1 | $1.4M | 0.47% |
| Corporations and other businesses | 3 | $981K | 0.33% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jerry Ray Gray | Owner | CFP | Aug 1998 (28y) | ≈ 37.5% – 75% via Jg Financial Services, Inc. |
| Janette Monica Schwendeman | Owner | CFP | Feb 2018 (9y) | ≈ 18.75% – 50% via Jms Financial Services, Inc. |
| Bierworth, Tracy, Lee | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| Jakeb Ray Bowyer | Registered representative | Jun 2025 (1y) | ||
| Robert C. Dyer | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jg Financial Services, Inc. | Managing Member | Jan 2020 | A | 50% – 75% |
| Jms Financial Services, Inc. | Managing Member | Jan 2020 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jerry Ray Gray: 75% – 100% of Jg Financial Services, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Janette Monica Schwendeman: 75% – 100% of Jms Financial Services, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 03/30/2026 | 903 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $297M (100% of AUM) Mar 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 28, 2026.
View current Form ADV (SEC/IAPD) ↗