# Granite Rose Wealth Alliance LLC

> Granite Rose Wealth Alliance LLC is a state-registered investment advisory firm in Fairfield, NJ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 328115
- Filed as: GRANITE ROSE WEALTH ALLIANCE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fairfield, NJ
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328115
- AdvisorCensus page: https://advisorcensus.com/firm/granite-rose-wealth-alliance-llc-fairfield-nj-328115

## Quick answers

**How is Granite Rose Wealth Alliance LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Granite Rose Wealth Alliance LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Granite Rose Wealth Alliance LLC located?**
Granite Rose Wealth Alliance LLC's principal office is in Fairfield, NJ, according to its Form ADV.

**Is Granite Rose Wealth Alliance LLC registered with the SEC or a state?**
Granite Rose Wealth Alliance LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328115.

**How much does Granite Rose Wealth Alliance LLC manage?**
Granite Rose Wealth Alliance LLC reports $29,139,835 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (97% discretionary).

**What types of clients does Granite Rose Wealth Alliance LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (98).

**Does Granite Rose Wealth Alliance LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328115

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $29,139,835
- Discretionary: $28,221,195
- Non-discretionary: $918,640

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $13,545,595 |
| High net worth individuals | 98 | $14,675,600 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $918,640 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Granite Rose Wealth Alliance LLC (CRD 328115): Form ADV filing data as of October 2026.