Wesley
Gray
Alpha Architect
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About this Advisor
Wesley Gray is a financial advisor who works out of Havertown, Pennsylvania with 11 years of relevant experience. Gray is an advisor for Alpha Architect. During their career, the advisor has held roles at Drexel University and Alpha Architect. Gray maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in California, Illinois, Massachusetts, Pennsylvania and Texas. Alpha Architect is a company headquartered in Havertown, PA. It administers $483 million in total assets among its 268 accounts, making it one of the larger firms in the United States by assets under management. Of its 268 client accounts, 71% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services are based on which services the firm provides the client. Fees billed by Alpha Architect most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Architect Brokerage Details
$482,854,802
19
268
$1,801,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Wesley Gray Work History
Wesley has been registered as a financial advisor for 11 years.*
Alpha Architect
Drexel University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wesley Gray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alpha Architect
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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