Grinstead Wealth Management

Financial planning in Albuquerque, NM

State registeredNo commissions reported

Call (505) 397-1629 Send a message Map ↗

Public-record details

Address: 6565 Americas Parkway Ne, Suite 200, Albuquerque, NM 87110
Phone: (505) 397-1629
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Grinstead Wealth Management, LLC
CRD number: 334096
Registration: State registered: AZ, NM
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $7.5 million
Accounts managed: 92
Clients reported (Form ADV 5.D): 26
Individual / high-net-worth clients: 22 / 4
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-10

State registered (AZ, NM) investment adviser, CRD 334096, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 334096 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Albuquerque

Cloak Advisors2701 San Pedro Dr Ne, Suite 16 · Albuquerque, NM 87110 · (505) 242-9292 · Financial planningCRD 137781 · % of assets · $36.0 million AUMState registeredNo commissions reported Cross State Financial Group LLC6721 Academy Rd. Ne, Suite B · Albuquerque, NM 87109 · (800) 621-6974 · Financial planningCRD 282011 · % of assets, Hourly charges, Fixed fees · $188.3 million AUMSEC registeredNo commissions reported Dyad Capital LLCSimms Building 400 Gold Ave Sw, Suite 260 · Albuquerque, NM 87102 · (505) 660-2667 · % of assets managedCRD 325741 · % of assets · $2.3 million AUMState registeredNo commissions reported Educated Wallet LLC122 Tulane Dr. Se, Ste 11 · Albuquerque, NM 87106 · (505) 514-9310 · Financial planningCRD 322021 · % of assets, Subscription fees, Fixed fees · $12.6 million AUMState registeredNo commissions reported Hanseatic Management Services INC5600 Wyoming Ne, Suite 220 · Albuquerque, NM 87109 · (505) 828-2824 · Financial planningCRD 107110 · % of assets, Hourly charges, Fixed fees · $174.0 million AUMSEC registeredNo commissions reported Hurst Capital Management6211 San Mateo Blvd, Suite 150 · Albuquerque, NM 87109 · (505) 243-7696 · % of assets managedCRD 115185 · % of assets · $89.0 million AUMState registeredNo commissions reported Intentional Finance, LLC7770 Jefferson St Ne, Suite 430 · Albuquerque, NM 87109 · (505) 563-4500 · Financial planningCRD 288181 · % of assets, Hourly charges, Fixed fees · $42.5 million AUMState registeredNo commissions reported Jackson & Associates, INC.8300 Carmel Ave. Ne, Suite 202 · Albuquerque, NM 87122 · (505) 944-8404 · Financial planningCRD 315102 · % of assets, Hourly charges, Fixed fees · $101.4 million AUMState registeredNo commissions reported

All 23 in Albuquerque →