# Red Granite Wealth Management

> Red Granite Wealth Management is a state-registered investment advisory firm in Manitowoc, WI, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 330066
- Filed as: RED GRANITE WEALTH MANAGEMENT
- Legal name: Red Granite Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Manitowoc, WI
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330066
- AdvisorCensus page: https://advisorcensus.com/firm/red-granite-wealth-management-manitowoc-wi-330066

## Quick answers

**How is Red Granite Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Red Granite Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Red Granite Wealth Management located?**
Red Granite Wealth Management's principal office is in Manitowoc, WI, according to its Form ADV.

**Is Red Granite Wealth Management registered with the SEC or a state?**
Red Granite Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330066.

**How much does Red Granite Wealth Management manage?**
Red Granite Wealth Management reports $12,136,101 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Red Granite Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (4); corporations or other businesses not listed above (1).

**Does Red Granite Wealth Management 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/330066

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $12,136,101
- Discretionary: $12,136,101
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $8,603,417 |
| High net worth individuals | 4 | $3,262,145 |
| Corporations or other businesses not listed above | 1 | $270,539 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- redgranitewealth.com
- Facebook @RedGraniteWealth
- Instagram @redgranitewealth
- LinkedIn @red-granite-wealth
- LinkedIn @jaredmeyerrgwm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Granite Wealth Management (CRD 330066): Form ADV filing data as of October 2026.