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Firm profile

Granite Bay Wealth Management, LLC

PORTSMOUTH, NHCRD 174765Latest ADV June 22, 2026

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
$1.3B
Employees
28
Offices
5 offices
Total Clients
1,121
Primary office
PORTSMOUTH, NH
22 DEER STREET, SUITE 200, PORTSMOUTH, NH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORron Rexha
CCOAndrew J. Salcetti

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.9% of total clients.
Top client categories% of clientsClients
1
Individuals
59.9%
671
2
HNWI
39.0%
437
3
Corporations
0.6%
7
4
Pension Plans
0.5%
6
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of June 22, 2026
Discretionary94.2%
$1.2B
94% of total RAUM94.2%
Non-discretionary5.8%
$73M
6% of total RAUM5.8%
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$1.3B
Total Accounts4,909
10Y AUM Change+$1.2B (+1031.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees28
Clients per Employee40:1
10Y Employee Change+23 (+460.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.