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GRINSTEAD WEALTH MANAGEMENT

GRINSTEAD WEALTH MANAGEMENT, LLC

CRD 334096

Visit website

6565 AMERICAS PARKWAY NE, SUITE 200, ALBUQUERQUE, NM, 87110, United States

Phone

505-397-1629

Fax

Registration

— (—)

Source

State registered

Total AUM

$7.5M

Discretionary AUM

$7.5M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals22$3.5M
High net worth individuals4$4.0M

All web addresses on file

Official SEC filing: View on IAPD