RIA Intel›Advisers›New Jersey›GRANITE ROSE WEALTH ALLIANCE LLC

GRANITE ROSE WEALTH ALLIANCE LLC

Advisory

FAIRFIELD, NJ

Data as of Jun 23, 2026 · Source: SEC Form ADV

Average account

$123K

across 237 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$29M

Discretionary AUM$28M

Non-Discretionary AUM$919K

Discretionary %96.8%

Total Clients205

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

205 clients

98 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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