GSB WEALTH MANAGEMENT, LLC

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UUID9dc6cac1-49f9-551c-9909-d42cd60ca8d0

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	124867	124867	—	1.0
sec_file_number	801-61932	801-61932	—	—

Profile

WebsiteHTTPS://www.greyledge.com

HQ CityGUILFORD

HQ StateCT

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

ASCEND BANK adv_part1_schedule_d_6a

ADV Metrics

Assets & Accounts

RAUM (total)540,432,340.0
RAUM (discretionary)540,384,872.0
Actionable assets427,091,210.0
Accounts1,479.0

Institutional Clients

Government AUM—
Pension AUM45,780,148.0
Charitable AUM1,946,322.0
HNW AUM365,036,884.0

As of 2025-03-04 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ASCEND BANK	OWNER	OFFICER	—	{"filing_id": "2017146", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RUSSELL, KENNETH, ROBERT	PRESIDENT AND CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2017146", "owner_id": "4073148", "source": "adv_part1", "table": "Schedule_A_B"}
VENTER, COLLEEN, A	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017146", "owner_id": "4964085", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

ASCEND BANK

OWNER

OFFICER

—

{"filing_id": "2017146", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

RUSSELL, KENNETH, ROBERT

PRESIDENT AND CHIEF EXECUTIVE OFFICER

OFFICER

—

{"filing_id": "2017146", "owner_id": "4073148", "source": "adv_part1", "table": "Schedule_A_B"}

VENTER, COLLEEN, A

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2017146", "owner_id": "4964085", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/24/2025 08:05:12 PM",
  "filing_id": "2017146",
  "reg_type": "IA"
}
```

GSB WEALTH MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1