GRANITE ISLANDS PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2025

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 SEC-registered registered investment adviser organized as an LLC. The firm is positioned as a fee-for-service wealth manager that serves both individual & family clients and institutional accounts. It operates as a capital allocator and offers a mix of billing arrangements — percentage of AUM, hourly engagements, and fixed fees — depending on the engagement. Beyond investment management, Granite Islands functions in several advisory and intermediary roles: financial planning, discretionary portfolio management for individuals, small businesses and institutional clients, pension consulting and the selection of other advisers. The firm also conducts broker-dealer and insurance brokerage activities alongside its RIA practice. Granite Islands does not identify as an active ESG investor.