GRANITE WEALTH MANAGEMENT LLC

GRANITE WEALTH MANAGEMENT LLC of PLYMOUTH, MA is an SEC-registered investment adviser (CRD 309868). Regulatory assets under management: $68.5M.

Registration

• CRD: 309868
• Type: Registered investment adviser
• Location: 32 COURT STREET, PLYMOUTH, MA, 02360
• Phone: 508-746-4228
• Latest filing: 2026-03-23
• Regulatory AUM: $68.5M
• Discretionary AUM: $68.5M
• Clients: 2
• Accounts: 325

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search