Wealth Manager
    SEC Registered
    Manages Private Funds

    Granite Bay Wealth Management, LLC

    Registered investment advisor · Portsmouth, New Hampshire · CRD #174765

    Assets Under Management
    $588M
    Client Accounts
    1,729
    Employees
    8
    CRD Number
    174765
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Granite Bay Wealth Management, LLC

    Granite Bay Wealth Management, LLC is a financial advisory firm founded in 2006, offering personalized wealth management and investment planning services. It operates independently and uses the Charles Schwab platform for brokerage. The firm has around 540 clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Granite Bay Wealth Management, LLC

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    Frequently Asked Questions

    What is Granite Bay Wealth Management, LLC's AUM?

    Granite Bay Wealth Management, LLC reports approximately $588M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Granite Bay Wealth Management, LLC headquartered?

    Granite Bay Wealth Management, LLC is headquartered in Portsmouth, New Hampshire.

    What is Granite Bay Wealth Management, LLC's CRD number?

    Granite Bay Wealth Management, LLC's CRD number is 174765. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Granite Bay Wealth Management, LLC manage?

    Granite Bay Wealth Management, LLC manages approximately 1,729 client accounts according to its latest SEC filing.

    Is Granite Bay Wealth Management, LLC SEC registered?

    Yes, Granite Bay Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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