Granite Islands Private Wealth, LLC
Firm details
- Headquarters
- Guilford, Connecticut
- CRD number
- 336263
- Registered since
- August 8, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.29%
- Pension & Profit Sharing Plans5.92%
- Individuals5.69%
- Corporations / Businesses0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Granite Islands Private Wealth, LLC is an independent registered investment adviser that began SEC registration in 2025. The firm operates as a limited liability company and serves both individual and family clients as well as institutional accounts. Its service mix includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, and selection of sub‑advisers. Granite Islands also functions as a capital allocator, and its business activities extend to registered representative work through a broker‑dealer and insurance brokerage. Fee arrangements are flexible — the firm charges percentages of assets under management and also offers hourly and fixed‑fee engagements. ESG considerations are not a stated part of the firm’s investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- US Government Bonds13%
- Cash & Cash Equivalents13%
- State & Local Bonds12%
- Public Funds/Mutual Funds10%
Contacts
3 of 5
Charles Andriole
Managing Partner and FounderCRD 1043075

Michele Arsenault
Operations ManagerCRD 5469711

Lorenzo Gaudioso
Registered RepresentativeCRD 3230878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$49.3M in ETFs
93%
$46M
7%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $5.7M | 8,198 | 11.66% |
Location
Guilford, CT
New Haven
Location
Guilford, CT
Headquartered in Guilford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 157 Goose Ln
- Time zone
- ET (UTC-5)
- Office locations
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