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GRANITE WEALTH ADVISORS
GRANITE WEALTH, LLC
CRD 305179
43471 RIDGE PARK DRIVE, STE E3, TEMECULA, CA, 92590, United States
Phone
(951) 383-4885
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.5M
Discretionary AUM
$42.5M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $7.6M |
| High net worth individuals | 14 | $34.9M |
All web addresses on file
Official SEC filing: View on IAPD