# Grinstead Wealth Management

> Grinstead Wealth Management is a state-registered investment advisory firm in Albuquerque, NM, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 334096
- Filed as: GRINSTEAD WEALTH MANAGEMENT
- Legal name: Grinstead Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albuquerque, NM
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334096
- AdvisorCensus page: https://advisorcensus.com/firm/grinstead-wealth-management-albuquerque-nm-334096

## Quick answers

**How is Grinstead Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Grinstead Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Grinstead Wealth Management located?**
Grinstead Wealth Management's principal office is in Albuquerque, NM, according to its Form ADV.

**Is Grinstead Wealth Management registered with the SEC or a state?**
Grinstead Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334096.

**How much does Grinstead Wealth Management manage?**
Grinstead Wealth Management reports $7,467,798 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Grinstead Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (4).

**Does Grinstead Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334096

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,467,798
- Discretionary: $7,467,798
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $3,464,132 |
| High net worth individuals | 4 | $4,003,666 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- grinsteadwealthmanagement.com
- tumblr.com/settings/blog/justinmoneytips
- Facebook @justinmoneytips
- LinkedIn @justinmoneytips
- X @JustinMoneyTips
- YouTube @JustinMoneyTips

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grinstead Wealth Management (CRD 334096): Form ADV filing data as of October 2026.