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GRANITE WEALTH MANAGEMENT LLC
CRD 309868
32 COURT STREET, 2ND FLOOR, PLYMOUTH, MA, 02360, United States
Phone
508-746-4228
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.5M
Discretionary AUM
$68.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 168 | $68.5M |
All web addresses on file
Official SEC filing: View on IAPD