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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

WEALTHION

GREYLOCK PEAK INVESTMENTS, LLC, CRD 158941

NEW YORK, NY

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:c76ab677-c51a-dfba-8876-c7d7b31945c3

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 13
On other graphs: 0
Observed: Dec 2, 2019 to Aug 18, 2026
23 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: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-117887
CRD: 158941
Filings on the tape: 23
First filed: Dec 2, 2019
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, CA
Website: greylockpeak.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
William James Reik	n/a	NEW YORK, NY \| Hyannis Port, MA	0	11	1	yes
MATTHEW APELMAN	n/a	SAVANNAH, GA \| NEW YORK, NY	0	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
FELDMAN, STEVEN, MARK	Manager	F	yes	05/2020	Jun 30, 2020	Oct 23, 2024
GOLD BULLION INTERNATIONAL, LLC	Member	F	yes	05/2020	Jun 30, 2020	Oct 23, 2024
GREYLOCK HOLDINGS LLC	Member	E	yes	05/2020	Jun 30, 2020	Oct 23, 2024
Hart, John	Manager	F	yes	05/2020	Jun 30, 2020	Oct 23, 2024
HATHAWAY, JOHN, CLEMENS	Manager	F	yes	05/2020	Jun 30, 2020	Oct 23, 2024
LOEW, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	05/2020	Jun 30, 2020	Oct 23, 2024
Scher, Marc	President	Na	yes	05/2020	May 28, 2021	Oct 23, 2024
SCHWARTZ, ERIC, STUART	Manager	F	yes	05/2020	Jun 30, 2020	Oct 23, 2024
TAPIERO, DANIEL, MICHAEL	Manager	F	yes	05/2020	Jun 30, 2020	Oct 23, 2024

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	Feb 4, 2026	$0	$0	2	1	0	n/a	n/a
2024	Jan 15, 2025	$0	$0	2	1	0	n/a	n/a
2023	Feb 20, 2024	n/a	n/a	2	1	0	n/a	n/a
2022	Feb 16, 2023	n/a	n/a	2	1	1	n/a	n/a
2021	Mar 29, 2022	n/a	n/a	2	1	0	n/a	n/a
2020	Mar 30, 2021	n/a	n/a	2	1	0	n/a	n/a
2019	Mar 26, 2020	n/a	n/a	2	1	1	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%	1	0	0	1	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	$0	$0	n/a	n/a	n/a	3	2	0	0

Relationships

Registered with (3)

← MATTHEW APELMANAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← William James ReikAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← CHRISTOPHER HAMLIN MARTENSONAdvisorregistration: previous registration
Jun 26, 2013 to Dec 11, 2020factForm ADV

Controls (9)

← SCHWARTZ, ERIC, STUARTOwnerMANAGER, ownership code F, individual
Jun 30, 2020 to Oct 23, 2024factForm ADV
← FELDMAN, STEVEN, MARKOwnerMANAGER, ownership code F, individual
Jun 30, 2020 to Oct 23, 2024factForm ADV
← TAPIERO, DANIEL, MICHAELOwnerMANAGER, ownership code F, individual
Jun 30, 2020 to Oct 23, 2024factForm ADV
← LOEW, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 30, 2020 to Oct 23, 2024factForm ADV
← HATHAWAY, JOHN, CLEMENSOwnerMANAGER, ownership code F, individual
Jun 30, 2020 to Oct 23, 2024factForm ADV
← Hart, JohnOwnerMANAGER, ownership code F, individual
Jun 30, 2020 to Oct 23, 2024factForm ADV
← Scher, MarcOwnerPRESIDENT, ownership code NA, individual
May 28, 2021 to Oct 23, 2024factForm ADV
← GOLD BULLION INTERNATIONAL, LLCOwnerMEMBER, ownership code F, domestic entity
Jun 30, 2020 to Oct 23, 2024factForm ADV
← GREYLOCK HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Jun 30, 2020 to Oct 23, 2024factForm ADV

Dated events

Occurred
Feb 16, 2023
Control person left
Alex Daley (Senior Vice President) no longer on Schedule A of Wealthion (listed 2022-03-29, absent 2023-02-16)
Form ADVobserved 5 days ago
Occurred
May 28, 2021
Control person joined
Marc Scher (President) appeared on Schedule A of Wealthion
Form ADVobserved 5 days ago
Occurred
May 28, 2021
Control person joined
Alex Daley (Senior Vice President) appeared on Schedule A of Wealthion
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person joined
Mark Steven Feldman (Manager) appeared on Schedule A of Wealthion
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person joined
Michael Daniel Tapiero (Manager) appeared on Schedule A of Wealthion
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person joined
Clemens John Hathaway (Manager) appeared on Schedule A of Wealthion
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person joined
Stuart Eric Schwartz (Manager) appeared on Schedule A of Wealthion
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person joined
Michael Loew (Chief Compliance Officer) appeared on Schedule A of Wealthion
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person joined
John Hart (Manager) appeared on Schedule A of Wealthion
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person left
Christopher Martenson (Chief Executive Officer/Chief Compliance Officer) no longer on Schedule A of Wealthion (listed 2020-03-26, absent 2020-06-30)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person left
Adam Parker Andrew Taggart (Executive Officer) no longer on Schedule A of Wealthion (listed 2020-03-26, absent 2020-06-30)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person left
Smith Ashley Taggart (Member) no longer on Schedule A of Wealthion (listed 2020-03-26, absent 2020-06-30)
Form ADVobserved 5 days ago
Occurred
Dec 2, 2019
First Form ADV filing
Greylock Peak Investments, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c76ab677-c51a-dfba-8876-c7d7b31945c3
First observed: Dec 2, 2019
Last observed: Aug 18, 2026 33 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.

WEALTHION

GREYLOCK PEAK INVESTMENTS, LLC, CRD 158941

NEW YORK, NY

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:c76ab677-c51a-dfba-8876-c7d7b31945c3

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

William James Reik

n/a

NEW YORK, NY | Hyannis Port, MA

yes

MATTHEW APELMAN

n/a

SAVANNAH, GA | NEW YORK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FELDMAN, STEVEN, MARK

Manager

yes

05/2020

Jun 30, 2020

Oct 23, 2024

GOLD BULLION INTERNATIONAL, LLC

Member

yes

05/2020

Jun 30, 2020

Oct 23, 2024

GREYLOCK HOLDINGS LLC

Member

yes

05/2020

Jun 30, 2020

Oct 23, 2024

Hart, John

Manager

yes

05/2020

Jun 30, 2020

Oct 23, 2024

HATHAWAY, JOHN, CLEMENS

Manager

yes

05/2020

Jun 30, 2020

Oct 23, 2024

LOEW, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

05/2020

Jun 30, 2020

Oct 23, 2024

Scher, Marc

President

yes

05/2020

May 28, 2021

Oct 23, 2024

SCHWARTZ, ERIC, STUART

Manager

yes

05/2020

Jun 30, 2020

Oct 23, 2024

TAPIERO, DANIEL, MICHAEL

Manager

yes

05/2020

Jun 30, 2020

Oct 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 4, 2026

n/a

2024

Jan 15, 2025

n/a

2023

Feb 20, 2024

n/a

2022

Feb 16, 2023

n/a

2021

Mar 29, 2022

n/a

2020

Mar 30, 2021

n/a

2019

Mar 26, 2020

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

n/a