RIA Intel›Advisers›Massachusetts›GRANITE WEALTH MANAGEMENT LLC

GRANITE WEALTH MANAGEMENT LLC

Advisory

PLYMOUTH, MA

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

Rank in MA

#1,082

of 1,590 advisers by AUM

Average account

$211K

across 325 accounts

AUM per adviser

$34M

2 advisers

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

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients168

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, RI, 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

168 clients

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

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

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SEIDMAN DANIEL JAY

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