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GRANITE BAY WEALTH MANAGEMENT, LLC

22 Deer Street
Suite 200
Portsmouth, New Hampshire 03801
Tel: 603-610-8881

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About GRANITE BAY WEALTH MANAGEMENT, LLC

GRANITE BAY WEALTH MANAGEMENT, LLC, formally registered with the SEC as GRANITE BAY WEALTH MANAGEMENT, LLC. The firm was established in 04/17/2015. They have over 2 offices throughout the country.

GRANITE BAY WEALTH MANAGEMENT, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $357,344,239 assets under management, offering retirement planning & investment advisory services to 1381 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#174765
SEC#801-92174
Assets Managed by Firm$357,344,239
No. of Clients1381
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1381$357,344,239
Individuals (other than high net worth individuals)372$116,849,874
High net worth individuals116$217,614,515
Charitable organizationsFewer than 5 clients$207,253
Corporations or other businesses6$22,672,597

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