GRINSTEAD WEALTH MANAGEMENT

GRINSTEAD WEALTH MANAGEMENT of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 334096). Regulatory assets under management: $7.5M.

Registration

• CRD: 334096
• Type: Registered investment adviser
• Location: 6565 AMERICAS PARKWAY NE, ALBUQUERQUE, NM, 87110
• Phone: 505-397-1629
• Latest filing: 2026-03-10
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334096 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search