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| Happy Holidays!! thanks for using AUM13F!! |
| Granite Bay Wealth Management LLC
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| CRD # | 174765 |
| SEC # | 801-92174 |
| CIK # | 0001911472 |
| AUM | $444.6 M (2025-03-12) |
| Employees | 9 (78% Investors, 33% Brokers) |
| Phone | 603-610-8881 |
| Address | 22 Deer Street Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911472 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Metropcs Communications Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 138.6 |
| (b) Individuals (high net worth individuals) | 132 | 279.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 26.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,545 | 444.6 |
| By Discretionary | ||
| Discretionary | 1,536 | 431.8 |
| Non-Discretionary | 9 | 12.9 |
| Total | 1,545 | 444.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 444.4 | |
| Total | 1,545 | 444.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911472] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Atticus Wealth Management LLC
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FL | 0.4 |
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Ifrah Financial Services Inc
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AR | 0.4 |
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Rosecap Investment Advisors LLC
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CO | 0.4 |
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Zuraw Financial Advisors LLC
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NC | 0.4 |
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Harbor Advisory Corporation
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NH | 0.4 |
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Wimmer Associates I LLC
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CA | 0.4 |
|
Smart Wealth LLC
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NE | 0.4 |
|
Alliance Wealth Advisors LLC
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|
PA | 0.4 |
|
Alaethes Wealth LLC
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|
0.4 | |
|
TrueWealth Advisors LLC
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AL | 0.4 |