{
  "crd_number": 309868,
  "slug": "granite-wealth-management-llc-plymouth-ma-309868",
  "primary_business_name": "GRANITE WEALTH MANAGEMENT LLC",
  "legal_name": "GRANITE WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Plymouth",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-01-08",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 68471214.0,
  "raum_discretionary": 68471214.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 68471214.0,
      "count": 168
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "MA",
    "RI"
  ],
  "websites": [
    "https://granite-wealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309868",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "PLYMOUTH",
  "url": "https://advisorcensus.com/firm/granite-wealth-management-llc-plymouth-ma-309868",
  "display_name": "Granite Wealth Management LLC",
  "summary": "Granite Wealth Management LLC is a state-registered investment advisory firm in Plymouth, MA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Granite Wealth Management LLC (CRD 309868): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Granite Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Granite Wealth Management 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."
    },
    {
      "q": "Where is Granite Wealth Management LLC located?",
      "a": "Granite Wealth Management LLC's principal office is in Plymouth, MA, according to its Form ADV."
    },
    {
      "q": "Is Granite Wealth Management LLC registered with the SEC or a state?",
      "a": "Granite Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 309868."
    },
    {
      "q": "How much does Granite Wealth Management LLC manage?",
      "a": "Granite Wealth Management LLC reports $68,471,214 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Granite Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (168)."
    },
    {
      "q": "Does Granite Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309868"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/granite-wealth-management-llc-plymouth-ma-309868.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 168,
      "fewer_than_5": false,
      "raum": 68471214.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309868",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}