GRANITE BAY WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$588M
Discretionary
$574M
98% of AUM
Avg account
$340K
Accounts
1,729
Employees
8
Advisory reps
8

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
174765
Registered since
April 17, 2015
Website
granitebaywm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI66.84%
  • Individuals28.01%
  • Pension & Profit Sharing Plans4.6%
  • Corporations / Businesses0.51%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Granite Bay Wealth Management, LLC is an independent registered investment advisor that came under SEC registration in 2015 and operates as an LLC. The firm advises both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and investor education through seminars and workshops. Its fee arrangements include asset-based fees, hourly charges and fixed fees. Granite Bay does not identify as an active ESG investor and is not positioned as a capital allocator to in-house private strategies; instead it relies on third-party managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 30%, US Government Bonds 14%, Cash & Cash Equivalents 4%, Other 2%, State & Local Bonds 1%, Derivatives 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities30%
  • US Government Bonds14%
  • Cash & Cash Equivalents4%
  • Other2%

Contacts

3 of 8

  • Trevor Simon

    Financial AdvisorCRD 7682289

  • Bryan Monteverde

    Vice President, Financial AdvisorCRD 6717694

  • PETER WAITKUN

    Portfolio ManagerCRD 5069513

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 62

Active vs passive

$393M in ETFs

Passive

71%

$279M

Active

19%

$114M

ETFProviderStyleCategoryValueShares% of portfolio
JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM)John HancockPassiveMid Cap Blend$45.4M676,99211.54%
Unlock additional holdings →

Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
22 Deer St
Time zone
ET (UTC-5)
Office locations

Similar firms

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

RIA

PORTSMOUTH, NH

AUM $528MTEAM 14REPS 11

ESSENTIAL PLANNING, LLC

RIA

PORTSMOUTH, NH

AUM $524MTEAM 11REPS 3

NVEST FINANCIAL, LLC

RIA

PORTSMOUTH, NH

AUM $688MTEAM 16REPS 6

HARBOR ADVISORY CORPORATION

RIA

PORTSMOUTH, NH

AUM $481MTEAM 3REPS 4

SEASCAPE CAPITAL MANAGEMENT,LLC

RIA

PORTSMOUTH, NH

AUM $467MTEAM 6REPS 5

CMH WEALTH MANAGEMENT, LLC

RIA

PORTSMOUTH, NH

AUM $813MTEAM 9REPS 7
More RIAs in PORTSMOUTH →All New Hampshire RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth