Grinstead Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,467,798
Clients
26
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$287,223
About
Grinstead Wealth Management is a fee‑only registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth individuals. The firm manages approximately $7.47 million for 26 clients and offers services ranging from investment oversight to business, retirement, tax, and estate planning, and may refer clients to third‑party professionals or outside managers.
The firm’s investment approach centers on asset allocation guided by Modern Portfolio Theory and a blend of passive and active management, using fundamental and technical analysis to select stocks, bonds, mutual funds, ETFs and municipal securities. GWM may subscribe client accounts to model portfolios through the Altruist Model Marketplace and retains discretionary trading authority while also overseeing outside managers when engaged.
Notable distinctions include its small, single‑advisor practice serving a limited number of client relationships, which alongside the reported AUM suggests an emphasis on higher‑net‑worth clients rather than mass‑market retail accounts. The firm also requires clients to establish custody with Altruist, executes trades on an individual (non‑block) basis, and supplements in‑house management with third‑party model and manager options.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Tax strategies for small businesses
Fee options
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $15,000,000: 0.50% annually $15,000,001+: 0.25% annually
Hourly financial planning fees, capped at $6,000 per engagement
Fee-only: Financial planning on hourly basis, capped at $6,000 per engagement
Main office location
Grinstead Wealth Management
6565 Americas Parkway Ne, Suite 200
Albuquerque NM 87110, United States
Number of offices
1
Most active in
Grinstead Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · New Mexico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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