# Granite Wealth Management LLC

Granite Wealth Management LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309868
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309868

## About

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.

## 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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Last updated: 2026-07-06T01:24:17.509Z

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