Gray Von Adelung

VON ADELUNG WEALTH MANAGEMENT

GLENDALE, CA 91205

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CRD#: 1719033

Professional summary

Gray Von Adelung, who also goes by Gray Vonadelung, is a registered financial advisor currently at VON ADELUNG WEALTH MANAGEMENT located in Glendale, California and LPL FINANCIAL LLC located in Montrose, California.

Gray is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Gray has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gray Vonadelung

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) von Adelung Wealth Management; Investment-Related; Registered Investment Adviser; Owner 2) Accident & Health, Life, and Variable Insurance; Investment-Related; Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gray Von Adelung's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 21, 2005 - Present

VON ADELUNG WEALTH MANAGEMENT

Office #1: 1100 East Broadway Suite 305, Glendale, CA 91205

RIA

CRD#: 134849

GLENDALE, CA

Current

June 5, 2025 - Present

LPL FINANCIAL LLC

Office #1: 2550 Honolulu Ave Ste 209, Montrose, CA 91020

RIA

CRD#: 6413

MONTROSE, CA

Past

August 21, 2017 - June 5, 2025

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

Montrose, CA

Past

October 10, 2006 - August 21, 2017

FINANCIAL WEST GROUP

CRD#: 16668

GLENDALE, CA

Past

May 3, 2006 - October 13, 2006

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

GLENDALE, CA

Past

May 3, 2006 - October 13, 2006

PARTNERVEST SECURITIES, INC.

CRD#: 104134

GLENDALE, CA

Past

April 2, 2000 - October 13, 2006

HOLLANDER ASSET STRATEGIES

RIA

CRD#: 134732

CALABASAS, CA

Past

May 12, 1997 - April 28, 2006

FINANCIAL WEST GROUP

CRD#: 16668

GLENDALE, CA

Past

June 21, 1995 - May 23, 1997

FALCON RESEARCH, INC.

CRD#: 13115

CLEARWATER, FL

Past

June 2, 1994 - June 23, 1995

TALLEY & COMPANY

CRD#: 29203

NEWPORT BEACH, CA

Past

May 10, 1989 - May 27, 1994

YAEGER SECURITIES, INC.

CRD#: 10118

Past

September 22, 1987 - May 9, 1989

TOLUCA PACIFIC SECURITIES CORP.

CRD#: 13875

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/5/2025)

IAR

Alabama
(10/22/2025)

Arizona
(6/5/2025)

Arkansas
(6/5/2025)

IAR

California
(6/21/2005)

California
(6/5/2025)

Colorado
(6/27/2025)

IAR

Florida
(9/29/2016)

Florida
(6/5/2025)

Illinois
(6/5/2025)

Massachusetts
(6/5/2025)

Minnesota
(6/5/2025)

Montana
(6/27/2025)

Nebraska
(7/22/2025)

Nevada
(6/5/2025)

IAR

Ohio
(4/5/2024)

Ohio
(6/5/2025)

IAR

Oregon
(1/3/2013)

IAR

Tennessee
(8/22/2008)

Tennessee
(6/5/2025)

Virginia
(6/5/2025)

Washington
(6/5/2025)

IAR

Wisconsin
(4/15/2024)

Wisconsin
(6/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/9/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 11/21/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/4/1992

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VON ADELUNG WEALTH MANAGEMENT

VAN ADELUNG WEALTH MANAGEMENT | VON ADELUNG, GRAY | VON ADELUNG WEALTH MANAGEMENT

CRD#: 134849 / SEC#:

Alabama

Registered Investment Advisory firm - (10/22/2025 Approved)

California

Registered Investment Advisory firm - (6/21/2005 Approved)

Florida

Registered Investment Advisory firm - (9/29/2016 Approved)

Nebraska

Registered Investment Advisory firm - (4/12/2024 Approved)

Ohio

Registered Investment Advisory firm - (2/26/2024 Approved)

Oregon

Registered Investment Advisory firm - (1/2/2013 Approved)

Tennessee

Registered Investment Advisory firm - (8/22/2008 Approved)

Wisconsin

Registered Investment Advisory firm - (4/15/2024 Approved)

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Contact information

Main Address

2550 Honolulu Avenue Suite 209, Montrose, CA 91020

Mailing Address

Phone number

(818) 206-3551

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	837
AUM (Assets Under Management)	$ 72,078,988

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Gray Von Adelung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gray Von Adelung's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

WESTERN INTERNATIONAL SECURITIES, INC.

FINANCIAL WEST GROUP

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST SECURITIES, INC.

HOLLANDER ASSET STRATEGIES

FINANCIAL WEST GROUP

FALCON RESEARCH, INC.

TALLEY & COMPANY

YAEGER SECURITIES, INC.

TOLUCA PACIFIC SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/9/1989

SIE

Date: 10/1/2018

Series 7

Date: 9/19/1987

Series 51

Date: 11/21/2003

Series 24

Date: 12/4/1992

FINRA

Current Firm

VON ADELUNG WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VON ADELUNG WEALTH MANAGEMENT

TRUST BUT VERIFY

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