CRD: 307670
Granite Capital Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-23-2020
- Office Locations
- 2
Office Locations
About Granite Capital Wealth Management LLC
Granite Capital Wealth Management is an RIA offering an options-led alternative sleeve designed to complement traditional stock-bond portfolios for individuals, RIAs, institutions, and fund-of-funds. The Keystone Advantage Fund implements the systematic, AI-built KeystoneAI Strategy, with research/optimization/execution via the Deltaray FundPro + KAI platform and continuous independent oversight with enterprise-class controls. Also provides financial planning and risk management.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 45 clients, or 15 clients per representative. That equates to $666.7K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Granite Capital Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DARREN CRUME
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #6563577
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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David Albert Andresen
Owner
- CRD
- #7236744
Raelyn Andresen
--
- CRD
- #8125868
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Granite Capital Wealth Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.