GRANITE WEALTH ADVISORS

GRANITE WEALTH ADVISORS of TEMECULA, CA is an SEC-registered investment adviser (CRD 305179). Regulatory assets under management: $42.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 305179
• Type: Registered investment adviser
• Location: 43471 RIDGE PARK DRIVE, TEMECULA, CA, 92590
• Phone: (951) 383-4885
• Latest filing: 2026-07-22
• Regulatory AUM: $42.5M
• Discretionary AUM: $42.5M
• Clients: 1
• Accounts: 112

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305179 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search