Bryce Cleveland
Investment adviser representative at Grey Fox Wealth Advisors, LLC
10 yearsExperience
3 statesRegistered in
$698.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Grey Fox Wealth Advisors, LLCOct 2025 to now
- GvaDec 2020 to now
- Cleveland & CompanyOct 2022 to Aug 2025
- Kpmg LLPSep 2019 to Nov 2020
- WegmansMay 2018 to Sep 2019
- Chester County Community FoundationMay 2017 to May 2019
- West Chester UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (DE, PA, TX).
Grey Fox Wealth Advisors, LLC
$698.8MAssets managed
335Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7322977
- Firm CRD
- 307172