LP Profile

Granite Bay Wealth Management

Also known as granite bay wealth

Wealth ManagerPortsmouth, United StatesFounded 2006
$292M
Assets Under Management
Portsmouth
Headquarters
Investment Focus

About Granite Bay Wealth Management

Our certified financial planners provide wealth management services like financial, estate, and retirement planning.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Granite Bay Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$588.0M
Total Clients
1,729
Filing Date
May 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Granite Bay Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Granite Bay Wealth Management?

Granite Bay Wealth Management is a wealth manager based in Portsmouth, United States, managing approximately $292M in assets.

Where is Granite Bay Wealth Management headquartered?

Granite Bay Wealth Management is headquartered in Portsmouth, United States.

How much does Granite Bay Wealth Management manage?

Granite Bay Wealth Management manages approximately $292M in assets under management.

When was Granite Bay Wealth Management founded?

Granite Bay Wealth Management was founded in 2006.

How can I contact Granite Bay Wealth Management?

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