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GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263 · SEC 801-134124
157 GOOSE LANE, #3, GUILFORD, CT, 06437, United States
Phone
203-889-3890
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.9M
Discretionary AUM
$229.9M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $13.1M |
| High net worth individuals | 379 | $203.0M |
| Pension/profit sharing plans | 9 | $13.6M |
| Corporations/business entities | 5 | $240K |
States served
NY, CT
All web addresses on file
Official SEC filing: View on IAPD