Granite Islands Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Guilford, CT. Its latest Form ADV filing, dated March 19, 2026, reports $230M in regulatory assets under management, 4 employees, and 491 accounts.
Top client segmentHNWI represent 77.2% of total clients.
Top client categories% of clientsClients
1
HNWI
77.2%
379
2
Individuals
20.0%
98
3
Pension Plans
1.8%
9
4
Corporations
1.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 19, 2026
Discretionary100.0%
$230M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$230M
Total Accounts491
10Y AUM Change+$230M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee123:1
10Y Employee Change0 (0.0%)
* 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.