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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GREY FOX WEALTH ADVISORS, LLC

CRD 307172

ROCKLAND, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81639934-180c-11e0-2887-94de4d73d6b9

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 5
On other graphs: 0
Observed: Jul 2, 2021 to Mar 24, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.79 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $699MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $594M
Private client RAUM: $555MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $63.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,309
Individual clients: 193
High net worth clients: 118
SEC number: 801-122007
CIK: 1965362
CRD: 307172
Filings on the tape: 22
First filed: Jul 2, 2021
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEVIN JAN DOMBROWSKI	n/a	ROCKLAND, DE	6	12	1	no
THEODORE JAMES LAUZEN	n/a	ROCKLAND, DE	6	19	n/a	no
THEODORE CHRISTIAN POPPE	Chartered Financial Analyst	ROCKLAND, DE	3	11	4	no
RYAN PATRICK BONNER	n/a	ROCKLAND, DE	2	10	n/a	no
Hans Michael Lauzen	n/a	ROCKLAND, DE	2	15	n/a	no
Daniel Joseph McGlinn	n/a	ROCKLAND, DE	1	12	n/a	no
HANNAH ELIZABETH MARIN	n/a	ROCKLAND, DE	1	13	1	no
Bryce Cleveland	n/a	ROCKLAND, DE	0	11	1	no
ELLIOT ROBERT LAUZEN	n/a	ROCKLAND, DE \| Hinsdale, IL	0	15	n/a	no
Aidan Neuberger	n/a	ROCKLAND, DE	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DOMBROWSKI, KEVIN, JAN	Partner	D	yes	10/2020	Jul 2, 2021	Feb 21, 2024
LAUZEN, THEODORE, JAMES	PARTNER AND CHIEF COMPLIANCE OFFICER	D	yes	09/2019	Jul 2, 2021	Feb 21, 2024
MATTEIS, LORETANA, G	DIRECTOR OF OPERATIONS	Na	no	07/2021	May 4, 2022	Feb 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GREY FOX CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 24, 2026	$699M	$594M	11	8	n/a	n/a
2024	Mar 4, 2025	$544M	$461M	9	5	n/a	n/a
2023	Feb 21, 2024	$383M	$340M	5	4	n/a	n/a
2022	Jan 17, 2023	$274M	$242M	5	5	n/a	n/a
2021	Mar 3, 2022	$151M	$119M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$699M	$544M	28.4%	$274M	36.6%	11	9	0	0

Relationships

Registered with (11)

← Aidan NeubergerAdvisorregistration: current employment
Mar 18, 2026 to presentfactForm ADV
← ELLIOT ROBERT LAUZENAdvisorregistration: current employment
Nov 22, 2025 to presentfactForm ADV
← Bryce ClevelandAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← HANNAH ELIZABETH MARINAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← Daniel Joseph McGlinnAdvisorregistration: current employment
Mar 4, 2025 to presentfactForm ADV
← Hans Michael LauzenAdvisorregistration: current employment
Mar 10, 2024 to presentfactForm ADV
← RYAN PATRICK BONNERAdvisorregistration: current employment
Mar 5, 2024 to presentfactForm ADV
← THEODORE CHRISTIAN POPPEAdvisorregistration: current employment
Jul 27, 2023 to presentfactForm ADV
← ELLEN POWERSAdvisorregistration: current employment
Sep 23, 2022 to presentfactForm ADV
← THEODORE JAMES LAUZENAdvisorregistration: current employment
Mar 6, 2020 to presentfactForm ADV
← KEVIN JAN DOMBROWSKIAdvisorregistration: current employment
Mar 2, 2020 to presentfactForm ADV

Controls (2)

← LAUZEN, THEODORE, JAMESOwnerPARTNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 2, 2021 to Feb 21, 2024factForm ADV
← DOMBROWSKI, KEVIN, JANOwnerPARTNER, ownership code D, individual
Jul 2, 2021 to Feb 21, 2024factForm ADV

Owns (1)

← MATTEIS, LORETANA, GOwnerDIRECTOR OF OPERATIONS, ownership code NA, individual
May 4, 2022 to Feb 21, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Grey Fox Wealth Advisors, Llc reported RAUM $698.8M, up 28% from $544.1M (2025-09-12 to 2026-03-24)
Form ADVobserved 4 days ago
$155M
Occurred
Mar 4, 2025
Regulatory AUM changed
Grey Fox Wealth Advisors, Llc reported RAUM $544.1M, up 42% from $382.6M (2024-02-21 to 2025-03-04)
Form ADVobserved 4 days ago
$162M
Occurred
Feb 21, 2024
Regulatory AUM changed
Grey Fox Wealth Advisors, Llc reported RAUM $382.6M, up 39% from $274.4M (2023-03-14 to 2024-02-21)
Form ADVobserved 4 days ago
$108M
Occurred
Jan 17, 2023
Regulatory AUM changed
Grey Fox Wealth Advisors, Llc reported RAUM $274.4M, up 82% from $150.7M (2023-01-09 to 2023-01-17)
Form ADVobserved 4 days ago
$124M
Occurred
Jul 2, 2021
First Form ADV filing
Grey Fox Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81639934-180c-11e0-2887-94de4d73d6b9
First observed: Jul 2, 2021
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREY FOX WEALTH ADVISORS, LLC

CRD 307172

ROCKLAND, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81639934-180c-11e0-2887-94de4d73d6b9

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEVIN JAN DOMBROWSKI

n/a

ROCKLAND, DE

THEODORE JAMES LAUZEN

n/a

ROCKLAND, DE

n/a

THEODORE CHRISTIAN POPPE

Chartered Financial Analyst

ROCKLAND, DE

RYAN PATRICK BONNER

n/a

ROCKLAND, DE

n/a

Hans Michael Lauzen

n/a

ROCKLAND, DE

n/a

Daniel Joseph McGlinn

n/a

ROCKLAND, DE

n/a

HANNAH ELIZABETH MARIN

n/a

ROCKLAND, DE

Bryce Cleveland

n/a

ROCKLAND, DE

ELLIOT ROBERT LAUZEN

n/a

ROCKLAND, DE | Hinsdale, IL

n/a

Aidan Neuberger

n/a

ROCKLAND, DE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOMBROWSKI, KEVIN, JAN

Partner

yes

10/2020

Jul 2, 2021

Feb 21, 2024

LAUZEN, THEODORE, JAMES

PARTNER AND CHIEF COMPLIANCE OFFICER

yes

09/2019

Jul 2, 2021

Feb 21, 2024

MATTEIS, LORETANA, G

DIRECTOR OF OPERATIONS

07/2021

May 4, 2022

Feb 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREY FOX CAPITAL, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$699M

$594M

n/a

2024

Mar 4, 2025

$544M

$461M

n/a

2023

Feb 21, 2024

$383M

$340M

n/a

2022

Jan 17, 2023

$274M

$242M

n/a

2021

Mar 3, 2022

$151M

$119M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$699M

$544M

28.4%

$274M

36.6%