Red Granite Wealth Management

Overview

Red Granite Wealth Management is a small independent RIA focused on fee-based advice for individuals, families and small institutions. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services. Their advisory model mixes AUM-based fees with hourly billing, and they operate as a capital allocator—deploying client capital into third‑party managers when appropriate. Investment activity is centered on pooled public funds and mutual funds, which form the bulk of portfolios managed on a discretionary basis. The firm does not list itself as an active ESG investor and does not operate as a multistate adviser. Given the size and client mix, Red Granite Wealth Management appears to favor diversified, manager-driven strategies over direct stock-picking or separate account customization for most clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices