Granite Islands Private Wealth, LLC

Overview

Granite Islands Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that also sources and selects third-party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension-consulting work, and the selection of other advisers. Granite Islands also maintains broker-dealer representative and insurance broker activities alongside its advisory practice. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices