Granite Islands Private Wealth, LLC

RIASEC Registered

Total AUM

$230M

Discretionary

$230M

100% of AUM

Avg account

$468K

Accounts

491

Employees

Advisory reps

Firm details

Headquarters: Guilford, Connecticut
CRD number: 336263
Registered since: August 8, 2025
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.29%
Pension & Profit Sharing Plans5.92%
Individuals5.69%
Corporations / Businesses0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Granite Islands Private Wealth, LLC is an independent registered investment adviser that began SEC registration in 2025. The firm operates as a limited liability company and serves both individual and family clients as well as institutional accounts. Its service mix includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, and selection of sub‑advisers. Granite Islands also functions as a capital allocator, and its business activities extend to registered representative work through a broker‑dealer and insurance brokerage. Fee arrangements are flexible — the firm charges percentages of assets under management and also offers hourly and fixed‑fee engagements. ESG considerations are not a stated part of the firm’s investment approach.