Gemstone Wealth Management
RIASEC Registered
Total AUM
$11.2M
Discretionary
$11.2M
100% of AUM
Avg account
$698K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325155
- Website
- www.gwminvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLD BULLION INTERNATIONAL
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.76%
- Individuals0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gemstone Wealth Management is a small, independent RIA structured as an LLC and owned by an individual. The firm serves primarily individuals and families on a fee basis tied to assets under management, offering financial planning, portfolio management for both individual/ small-business and institutional clients, pension consulting, and educational workshops. The firm identifies as an active ESG investor, and it does not operate as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents60%
- Exchange Traded Equities26%
- Non-Exchange Traded Equities7%
- Other6%
- US Government Bonds1%
Owners & executives
1 of 1
Ross Goldstein
CEO & CCOCRD 4426168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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