Granite Bay Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated March 25, 2026, reports $588M in regulatory assets under management, 8 employees, 1 office, and 1,729 accounts.
Assets Under Management
$588M
Employees
8
Offices
1 office
Total Clients
616
Primary office
PORTSMOUTH, NH
22 DEER STREET, SUITE 200, PORTSMOUTH, NH, United States
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
446
2
HNWI
26.6%
164
3
Pension Plans
1.0%
6
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$588Mas of March 25, 2026
Discretionary97.7%
$574M
98% of total RAUM97.7%
Non-discretionary2.3%
$14M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$588M
Total Accounts1,729
10Y AUM Change+$476M (+423.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee77:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.