Bryce Cleveland

Employer firm

Grey Fox Wealth Advisors, LLC CRD 307172

$699M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 08/2025
  Cleveland & Company
  Exton, PA
• 12/2020 → Present
  Gva
  Berwyn, PA
• 09/2019 → 11/2020
  Kpmg Llp
  Philadelphia, PA
• 05/2018 → 09/2019
  Wegmans
  West Chester, PA
• 05/2017 → 05/2019
  Chester County Community Foundation
  West Chester, PA
• 08/2015 → 05/2019
  West Chester University
  West Chester, PA

Previous Registrations

• 2023-07-25 → 2025-09-23
  Great Valley Advisor Group, Llc
  Berwyn, PA
  Berwyn, PA

Other Businesses

Cleveland & Company - CPA/Accounting/Tax Prep - Owner - start date 10.1.2022 - full time (30+ hours a week) - 200 Philips Road, Exton, PA 19341 - Bryce is a self-employed business owner of a CPA and accounting practice. I am responsible for all communications with clients, as well as all tax and accounting work performed. Such work includes tax preparation, bookkeeping assistance, payroll, and consulting services. Pennant Wealth Incorporated - non-operating business

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-25