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Bank / Wealth / TrustRIA · CRD 306068SEC-Registered

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Graystone Partners Wealth Management

Graystone Partners Wealth Management is an SEC-registered investment adviser in Tempe, AZ, registered since 2020. The firm manages approximately $297 million...

Overview

Graystone Partners Wealth Management is an SEC-registered investment adviser in Tempe, AZ, registered since 2020. The firm manages approximately $297 million in assets. It has 5 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

Location

Region

North America

Country

United States

City

Tempe

Corporate office

Tempe, AZ, United States

Principals

Sam Graystone

Founder

Sector focus

Venture Capital

Frequently asked questions

Who runs investment decisions at Graystone Partners Wealth Management?

The firm is led by Sam Graystone, who founded the practice and oversees both the wealth management and venture capital activities. No separate investment committee or additional named partners are currently disclosed in public records.

What investment stages does Graystone Partners typically target?

Graystone targets venture capital opportunities broadly, spanning early-stage and growth-stage companies. Specific check-size ranges or stage limits — such as pre-seed, Series A, or late-stage venture — have not been publicly disclosed.

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