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Granite Wealth Management LLC
GRANITE WEALTH MANAGEMENT LLC is a state-registered investment adviser in PLYMOUTH, MA. It manages approximately $68 million in regulatory assets.
Overview
GRANITE WEALTH MANAGEMENT LLC is a state-registered investment adviser in PLYMOUTH, MA. It manages approximately $68 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Which sectors does Granite Wealth Management explicitly avoid?
The firm has not publicly stated any negative screening criteria or sector avoidance policies. Without a disclosed investment mandate, its approach to exclusions—such as ESG, tobacco, or fossil fuels—is unknown. Industry-standard exclusions if any are not verifiable.
What is Granite Wealth Management's known posture on co-investments alongside external GPs?
The firm's position on co-investments is not disclosed in any public sources. Without a known track record of direct investments or partnerships, its willingness to participate in such deals cannot be inferred. Most wealth managers facilitate such access for clients through third-party platforms, but this remains speculative.
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