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GRANITE CAPITAL WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in CA
#3,936
of 5,480 advisers by AUM
Average account
$545K
across 55 accounts
AUM per adviser
$10M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$30M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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