Granite Wealth Management LLC

RIAState Registered

Total AUM

$87.1M

Discretionary

$76.5M

88% of AUM

Avg account

$387K

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: Plymouth, Massachusetts
CRD number: 309868
Website: www.granitewealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.7%
Individuals46.3%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Granite Wealth Management LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. Its advisory practice focuses on financial planning and portfolio management for individuals and small businesses. Compensation is layered: the firm charges asset-based fees alongside hourly and fixed-fee engagements. The firm lists an affiliation with an insurance company, which may inform parts of its product shelf. Granite identifies as a non-ESG investor and does not indicate activity as a capital allocator or pension consultant. Its organizational form is an LLC and it operates under state registration in Massachusetts and Rhode Island.