# Graystone Partners Wealth Management

Graystone Partners Wealth Management is a Bank / Wealth / Trust based in Tempe, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tempe, United States
- **Region:** North America
- **Address:** Tempe, AZ, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** graystonepartnerswealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/graystone-partner

## Regulatory record

- **CRD number:** 306068
- **SEC file number:** 801-117895
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306068

## About

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.

## Sectors

- Venture Capital

## People

- Sam Graystone — Founder

## 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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- [GRC Investment Group](https://altss.com/profile/grc-investment-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/graystone-partners-wealth-management

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