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Gemstone Wealth Management

Gemstone Wealth Management. CRD 325155

G

CRD: 325155

Gemstone Wealth Management

Delray Beach, FL
5616084456
www.gwminvest.com
$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Matrix ridgeRidge pathway
Established Date
08-17-2023
Office Locations
1

Office Locations

-- Delray Beach FL

About Gemstone Wealth Management

Gemstone Wealth Management is a boutique RIA serving individuals and families who’ve built meaningful wealth, providing full-cycle wealth strategy spanning portfolio design, risk management, and legacy-centric planning. The firm emphasizes behavior-aligned, market-cycle-aware and tax-aware decision frameworks to help clients grow and protect capital across market phases and generations. Assets are custodied at Charles Schwab. Founded by Ross Goldstein (ex-Merrill Lynch), author of The Four Phases of a Bull Market.

Team overview

-- AVG AGE
$11.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Alpha pioneer Focus momentum

Client Personas

Timber prime Eagle Value vital

Custodian

Pathway pioneer Eagle horizon Optima Summit Momentum

Investment Themes

Eagle Element prime Eagle Insight element

Investment Vehicles

Harbor

Services

Catalyst alpha Horizon Pioneer Frontier Oak prime Catalyst Delta

Technology

Legacy prime Focus

Owner & Executives

R

ROSS Bradley GOLDSTEIN

Chief Compliance Officer, Chief Executive Officer

CRD
#4426168
Ownership
75% or more
(627) 649-9225
quantum.frontier@vectorcapital.com
in linkedin.com/in/momentum-bridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,165,700 --
Non-Discretionary $0 --
Total $11,165,700 --

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Separately Managed Accounts

Total SMA Asset: $11,165,700

$11.2M Total SMA
Cash:
11.9%
Equity - Exchange:
21.8%
Equity - OTC:
23.9%
Other:
13.7%
U.S. Government/Agency:
28.7%
Asset class Assets Assets %
Cash $322,642,535 11.9%
Equity - Exchange $591,059,434 21.8%
Equity - OTC $647,996,352 23.9%
Other $371,445,608 13.7%
U.S. Government/Agency $778,137,880 28.7%
Total $2,711,281,809 100.0%

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