GRANITE ROSE WEALTH ALLIANCE LLC

Overview

Granite Rose Wealth Alliance LLC is an independent, individual-owned Registered Investment Adviser organized as an LLC that serves primarily individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It is not positioned as a capital allocator and does not identify as an active ESG investor. The firm uses a mix of public market instruments and third-party alternative fund managers to construct client portfolios. Custody is handled through a national custodian relationship, and the adviser appears to run a compact, relationship-driven practice oriented toward private client needs rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices