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Wesley Robert Gray

ALPHA ARCHITECT, LLC·HAVERTOWN, Pennsylvania
Series 3, Series 65Clean record15 years registeredALPHA ARCHITECT, LLC
19 E EAGLE ROAD, HAVERTOWN, PA 19083CRD# 4233964Firm CRD# 153905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wesley Robert Gray · HAVERTOWN, PA
Registration
CRD #4233964 · ALPHA ARCHITECT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ETF ARCHITECT
Nov 2023 – present
ALPHA ARCHITECT
Aug 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 65
Registration record
First registered · August 16, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALPHA ARCHITECT, LLC
CRD 153905 · SEC 801-71697
AUM
$712M
Regulatory assets under management
Employees
9
170 client accounts
Services offered by ALPHA ARCHITECT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at ALPHA ARCHITECT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Wesley Robert Gray offer?
Wesley Robert Gray specializes in Investment Management, Wealth Management. Contact their office in HAVERTOWN, Pennsylvania for a consultation.
What are Wesley Robert Gray's credentials?
Wesley Robert Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wesley Robert Gray located?
Wesley Robert Gray is based in HAVERTOWN, Pennsylvania, working with ALPHA ARCHITECT, LLC. Their office serves clients in the HAVERTOWN metropolitan area and surrounding communities.
How does Wesley Robert Gray charge for services?
Wesley Robert Gray's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALPHA ARCHITECT, LLC?
ALPHA ARCHITECT, LLC has approximately 9 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALPHA ARCHITECT, LLC

Carlton Harrington Kanner
CLEVELAND, OH
John Robert Vogel
HAVERTOWN, PA
Patrick Russell Cleary
HAVERTOWN, PA
Brandon Dale Koepke
HAVERTOWN, PA

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