GRINSTEAD WEALTH MANAGEMENT

Overview

Grinstead Wealth Management is a small, independent registered investment adviser operating as an LLC and focused on serving individual and family clients. The firm combines financial planning with portfolio management and the selection of outside advisers, positioning itself as a capital allocator for clients who need a mix of in-house portfolio oversight and access to external managers. Fee structures include percentage-of-AUM and fixed fees. Investment activity is concentrated in public equities, with a clear preference for exchange-traded securities as the primary vehicle for client exposure. The firm is not identified as an active ESG investor and operates without a broad multi-state advisory footprint. Given its scale and client mix, the business model looks advisory and advice-heavy rather than product-distribution driven: hands-on planning and manager selection are emphasized for individuals and small businesses rather than institutional plan consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices