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...

Graystone Partners Wealth Management logo

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 in assets. It has 5 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

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.

Is Graystone Partners structured as a venture firm or a wealth manager?

Graystone functions as a hybrid: a wealth management practice for high-net-worth clients that also executes direct venture capital investments. It is not a pure venture fund with external limited partners, and its venture activity appears to leverage client balance sheets rather than a committed fund structure.

Does Graystone Partners participate in fund commitments or only direct deals?

The firm's stated strategy emphasizes direct venture capital exposure. While it may allocate to external funds as part of its wealth management offering, public records indicate a preference for direct equity in early-stage and growth companies.

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.

What is Graystone Partners' geographic investment focus?

Headquartered in Tempe, Arizona, the firm likely concentrates deal flow in the Southwest and Mountain West. Public records do not confirm whether it invests nationally or restricts activity to specific regions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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