GRANITE WEALTH MANAGEMENT LLC

Overview

Granite Wealth Management LLC is an independent registered investment adviser that serves individual and family clients, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and operates under an owner-type classified as individual. Granite is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor. Investment activity shows a clear preference for equities as the primary building block of client portfolios. The firm pairs ongoing financial planning with discretionary management, using exchange-traded securities as the central vehicle for market exposure while supplementing portfolios with mutual funds, annuities, and allocations to real estate through external managers.

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Public Holdings

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Location & Offices