GRANITE CAPITAL WEALTH MANAGEMENT LLC

GRANITE CAPITAL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 307670). Regulatory assets under management: $30.0M.

Registration

• CRD: 307670
• Type: Registered investment adviser
• Phone: (949) 556-5556
• Latest filing: 2026-02-18
• Regulatory AUM: $30.0M
• Discretionary AUM: $30.0M
• Clients: 3
• Accounts: 55

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307670 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search