Granville Wealth Management, Inc.

Overview

Granville Wealth Management, Inc. is a small, owner-operated advisory firm that manages discretionary portfolios for individuals and families, along with small-business owners. The firm operates as a corporation, charges clients on a percentage-of-AUM basis and focuses on traditional portfolio management rather than consulting for pensions or institutional capital allocation. Granville does not list ESG investing as an active priority and is not registered as a multi-state adviser. Investment activity centers on publicly traded pooled products — primarily mutual funds — combined with contract-based products such as annuities. The firm maintains industry relationships with accounting and insurance firms, which supports a client service model that blends investment management with insurance and tax-aware planning. Portfolios are run on a discretionary basis, suggesting the firm implements model or advisor-directed allocations rather than serving chiefly as a financial planning-only shop.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices