Granite Rose Wealth Alliance LLC

Overview

Granite Rose Wealth Alliance LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based fees, hourly billing, and fixed fees, reflecting a hybrid advisory model rather than a single billing approach. Granite Rose reports it is not a capital allocator and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives