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| Granite Bay Wealth Management LLC
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|---|---|
| CRD # | 174765 |
| SEC # | 801-92174 |
| CIK # | 0001911472 |
| AUM | 1,269.6 M (2026-06-22) |
| Employees | 28 (39% Investors, 0% Brokers) |
| Phone | 603-610-8881 |
| Address | 22 Deer Street Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911472 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 10.4 | ||
| Apple Inc | 10.3 | ||
| Microsoft Corp | 9.5 | ||
| Nvidia Corp | 9.4 | ||
| Alphabet Inc | 8.7 | ||
| United Technologies Corp /DE/ | 8.5 | ||
| J P Morgan Chase & Co | 8.5 | ||
| SPDR Gold Trust | 8.1 | ||
| Metropcs Communications Inc | 8.0 | ||
| iShares Silver Trust | 7.9 | ||
| Amgen Inc | 7.7 | ||
| Thermo Fisher Scientific Inc | 7.6 | ||
| CrowdStrike Holdings Inc | 7.4 | ||
| Home Depot Inc | 7.4 | ||
| Blackstone Group LP | 5.3 | ||
| Ares Management LP | 4.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 671 | 194.7 |
| (b) Individuals (high net worth individuals) | 437 | 936.1 |
| (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 | 6 | 114.1 |
| (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 | 7 | 24.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,909 | 1,269.6 |
| By Discretionary | ||
| Discretionary | 4,713 | 1,196.4 |
| Non-Discretionary | 196 | 73.3 |
| Total | 4,909 | 1,269.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.6 | |
| United States Persons | 1,260.1 | |
| Total | 4,909 | 1,269.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911472] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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