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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GRAY PRIVATE WEALTH, LLC

CRD 128547

CANTON, MA

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:939e3e9c-a00a-7530-e870-544b2da719bf

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Mar 30, 2012 to Jul 27, 2026
20 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=0.87 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $541MItem 5.F on the latest filing (2026-07-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $541M
Private client RAUM: $473MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $180Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 296
Individual clients: 110
High net worth clients: 152
Custody, client assets: $541M
SEC number: 801-112720
CRD: 128547
Filings on the tape: 20
First filed: Mar 30, 2012
Latest filed: Jul 27, 2026
Organised: Limited Liability Company, MA
Website: grayprivatewealth.com

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
JUSTIN JAMES KLUNDER	Chartered Financial Analyst	Canton, MA	10	12	2	no
Amy Lorenzo Alpert	Certified Financial Planner	CANTON, MA	3	11	2	no
Austin Reynolds Russell	Certified Financial Planner	CANTON, MA	3	11	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
KENNEY, STEPHEN, VINCENT	Cco	Na	yes	10/2023	Oct 2, 2023	Feb 5, 2024
KLUNDER, JUSTIN, JAMES	CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER	B	yes	01/2021	Jan 4, 2021	Feb 5, 2024
BERARDI, KELLY, A	Member	B	no	11/2020	Jan 4, 2021	Feb 5, 2024
CECERE, MICHAEL, LEONARD	Member	B	no	01/2007	Mar 30, 2012	Feb 5, 2024
DELEO, JAMES, ANTHONY	Member	B	no	01/2007	Mar 30, 2012	Feb 5, 2024
GERRY, PAUL, JOSEPH	Member	B	no	02/2008	Mar 30, 2012	Feb 5, 2024
HIRSCHEN, RICHARD, ADAM	Member	B	no	01/2012	Mar 30, 2012	Feb 5, 2024
REBELLO, DERRICK, J	Member	B	no	11/2020	Jan 4, 2021	Feb 5, 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
GRAY, GRAY & GRAY, LLP	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	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$541M	$541M	8	4	0	n/a	n/a
2024	Mar 14, 2025	$465M	$465M	8	5	0	n/a	n/a
2023	Feb 5, 2024	$396M	$396M	8	5	0	n/a	n/a
2022	Mar 20, 2023	$325M	$322M	8	5	0	n/a	n/a
2021	Mar 15, 2022	$329M	$328M	7	5	0	n/a	n/a
2020	Mar 12, 2021	$234M	$234M	6	4	0	n/a	n/a
2019	Mar 19, 2020	$219M	$214M	6	4	1	n/a	n/a
2018	Mar 27, 2019	$166M	$162M	6	4	1	n/a	n/a
2011	Mar 30, 2012	$21.8M	$0	n/a	n/a	n/a	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
0	0	0	0.0%	0	0	0	0	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	$541M	$465M	16.2%	$325M	18.5%	8	8	0	0

Relationships

Registered with (3)

← Austin Reynolds RussellAdvisorregistration: current employment
Sep 7, 2023 to presentfactForm ADV
← Amy Lorenzo AlpertAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← JUSTIN JAMES KLUNDERAdvisorregistration: current employment
Apr 15, 2016 to presentfactForm ADV

Controls (2)

← KENNEY, STEPHEN, VINCENTOwnerCCO, ownership code NA, individual
Oct 2, 2023 to Feb 5, 2024factForm ADV
← KLUNDER, JUSTIN, JAMESOwnerCHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER, ownership code B, individual
Jan 4, 2021 to Feb 5, 2024factForm ADV

Owns (6)

← GERRY, PAUL, JOSEPHOwnerMEMBER, ownership code B, individual
Mar 30, 2012 to Feb 5, 2024factForm ADV
← CECERE, MICHAEL, LEONARDOwnerMEMBER, ownership code B, individual
Mar 30, 2012 to Feb 5, 2024factForm ADV
← DELEO, JAMES, ANTHONYOwnerMEMBER, ownership code B, individual
Mar 30, 2012 to Feb 5, 2024factForm ADV
← HIRSCHEN, RICHARD, ADAMOwnerMEMBER, ownership code B, individual
Mar 30, 2012 to Feb 5, 2024factForm ADV
← BERARDI, KELLY, AOwnerMEMBER, ownership code B, individual
Jan 4, 2021 to Feb 5, 2024factForm ADV
← REBELLO, DERRICK, JOwnerMEMBER, ownership code B, individual
Jan 4, 2021 to Feb 5, 2024factForm ADV

Dated events

Occurred
Feb 5, 2024
Control person left
Charles Daniel Romano (Ceo) no longer on Schedule A of Gray Private Wealth, Llc (listed 2023-10-02, absent 2024-02-05)
Form ADVobserved 5 days ago
Occurred
Oct 2, 2023
Control person joined
Vincent Stephen Kenney (Cco) appeared on Schedule A of Gray Private Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Jan 4, 2021
Control person joined
James Justin Klunder (Member) appeared on Schedule A of Gray Private Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Feb 28, 2018
First Form ADV filing
Gray Equity Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:939e3e9c-a00a-7530-e870-544b2da719bf
First observed: Mar 30, 2012
Last observed: Jul 27, 2026 55 days 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.

GRAY PRIVATE WEALTH, LLC

CRD 128547

CANTON, MA

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:939e3e9c-a00a-7530-e870-544b2da719bf

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JUSTIN JAMES KLUNDER

Chartered Financial Analyst

Canton, MA

Amy Lorenzo Alpert

Certified Financial Planner

CANTON, MA

Austin Reynolds Russell

Certified Financial Planner

CANTON, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KENNEY, STEPHEN, VINCENT

Cco

yes

10/2023

Oct 2, 2023

Feb 5, 2024

KLUNDER, JUSTIN, JAMES

CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER

yes

01/2021

Jan 4, 2021

Feb 5, 2024

BERARDI, KELLY, A

Member

11/2020

Jan 4, 2021

Feb 5, 2024

CECERE, MICHAEL, LEONARD

Member

01/2007

Mar 30, 2012

Feb 5, 2024

DELEO, JAMES, ANTHONY

Member

01/2007

Mar 30, 2012

Feb 5, 2024

GERRY, PAUL, JOSEPH

Member

02/2008

Mar 30, 2012

Feb 5, 2024

HIRSCHEN, RICHARD, ADAM

Member

01/2012

Mar 30, 2012

Feb 5, 2024

REBELLO, DERRICK, J

Member

11/2020

Jan 4, 2021

Feb 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GRAY, GRAY & GRAY, LLP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$541M

n/a

2024

Mar 14, 2025

$465M

n/a

2023

Feb 5, 2024

$396M

n/a

2022

Mar 20, 2023

$325M

$322M

n/a

2021

Mar 15, 2022

$329M

$328M

n/a

2020

Mar 12, 2021

$234M

n/a

2019

Mar 19, 2020

$219M

$214M

n/a

2018

Mar 27, 2019

$166M

$162M

n/a

2011

Mar 30, 2012

$21.8M

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

$541M

$465M

16.2%

$325M

18.5%