Granite Islands Private Wealth, LLC

RIASEC RegisteredEst. 2025

Total AUM

$230M

Discretionary

$230M

100% of AUM

Avg account

$468K

Accounts

491

Employees

Advisory reps

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

FINTRX

Overview

Granite Islands Private Wealth, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm positions itself as a capital allocator for both individual/family clients and institutional relationships, offering a mix of financial planning and discretionary portfolio management services. Its advisory scope includes planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selecting outside managers. Granite Islands also conducts business as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements are flexible: the firm charges percentage-of-AUM fees but also offers hourly and fixed-fee engagements. Granite Islands is not an active ESG investor and does not operate as a multi-state or related adviser.