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Granite Bay Wealth Management, LLC

● SEC registered since 2015CRD 174765SEC# 801-92174Portsmouth, NH
Export (members)
Reg. AUM
$444.6M
Employees
9
Accounts
1,545
Location
Portsmouth, NH

Granite Bay Wealth Management, LLC assets under management

Granite Bay Wealth Management, LLC is an investment advisory firm registered with the SEC based in Portsmouth, NH. The firm has been registered since 2015. It reports $444.6 million in regulatory assets under management and employs 9 people.
www.facebook.com/granitebaywmView on SEC.gov ↗

Granite Bay Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Robert Skees ControlMember, Cco50-75%2015
Paul Stephen Stanley ControlMember50-75%2015

Frequently asked questions

How much does Granite Bay Wealth Management, LLC manage?

Granite Bay Wealth Management, LLC reports $444.6 million in regulatory assets under management on its Form ADV.

How many employees does Granite Bay Wealth Management, LLC have?

Granite Bay Wealth Management, LLC reports 9 employees.

Where is Granite Bay Wealth Management, LLC located?

Granite Bay Wealth Management, LLC is based in Portsmouth, NH and has been SEC-registered since 2015.

Does Granite Bay Wealth Management, LLC disclose fund performance?

Granite Bay Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22 Deer Street, Suite 200, Portsmouth, NH 03801
Phone603-610-8881
Fax603-610-8885
Office hours9:00 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$431.8M
Non-discretionary$12.9M
Total (RAUM)$444.6M