RIA Intel›Advisers›California›GRANITE WEALTH, LLC

GRANITE WEALTH, LLC

Advisory

TEMECULA, CA

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in CA
#3,619
of 5,480 advisers by AUM
Average account
$380K
across 112 accounts
AUM per adviser
$43M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM
$43M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$43M
Discretionary AUM$43M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients36
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

STANDARD REAL ESTATE INVESTMENTS, LP
LOS ANGELES, CA
$43M
ALTERNATIVE ACCESS FUNDS, LLC
EL SEGUNDO, CA
$43M
+70.4% 1Y
DEVIL MOUNTAIN INVESTMENT MANAGEMENT
$43M
KLINE SYLVAN H JR INC
SAN FRANCISCO, CA
$43M
+25.6% 1Y
THE WEALTH COLLECTIVE, LLC
LOS ANGELES, CA
$42M
ROSEN CAPITAL ADVISORS, LLC
LOS ANGELES, CA
$43M
-58.0% 1Y

Get the full picture on GRANITE WEALTH, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GRANITE WEALTH, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans