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Wesley Robert Gray

ALPHA ARCHITECT, LLC·HAVERTOWN, Pennsylvania
Unclaimed Profile
19 E EAGLE ROAD, HAVERTOWN, PA 19083CRD# 4233964Firm CRD# 153905
01

About

Wesley Robert Gray is a registered financial advisor based in HAVERTOWN, Pennsylvania, affiliated with ALPHA ARCHITECT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ALPHA ARCHITECT, LLC
ALPHA ARCHITECT
AUM
$712M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ALPHA ARCHITECT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4233964
Firm CRD# 153905
No disclosures on file
View on FINRA BrokerCheck →

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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 in HAVERTOWN
Jessica Dawn Leighty — EMPOWERED FUNDS, LLCDavid Michael Babulak — ALPHA ARCHITECT, LLCPatrick Russell Cleary — ALPHA ARCHITECT, LLCLien Babulak — ALPHA ARCHITECT, LLCJohn Robert Vogel — ALPHA ARCHITECT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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