G
CRD: 334096
Grinstead Wealth Management
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-05-2025
- Office Locations
- 1
Office Locations
6565 Americas Parkway NE Suite 200 Albuquerque NM
About Grinstead Wealth Management
Grinstead Wealth Management is a Albuquerque-based RIA. The firm has been operating for 1 years. Managing $7.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$287.2K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JUSTIN ANDREW GRINSTEAD
ADVISOR, Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6102778
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,467,798 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,467,798 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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