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GRANITE BAY WEALTH MANAGEMENT, LLC
CRD 174765 · SEC 801-92174
22 DEER STREET, SUITE 200, PORTSMOUTH, NH, 03801, United States
Phone
603-610-8881
Fax
603-610-8885
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$588.0M
Discretionary AUM
$574.5M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 446 | $164.7M |
| High net worth individuals | 164 | $393.0M |
| Pension/profit sharing plans | 6 | $27.0M |
States served
CA, DC, LA, ME, MD, MA, MI, NJ, NY, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD