$42.5M Total AUM
$42.5M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- VectorMatrix
- Established Date
- 01-03-2020
- Office Locations
- 1
Office Locations
43471 Ridge Park Drive STE E3 Temecula CA
About Granite Wealth Advisors
Granite Wealth Advisors is a Temecula, CA-based fiduciary wealth management and financial planning firm serving retirees and business owners. The team provides retirement planning, ongoing wealth management, and business strategy guidance, supported by client education and behavioral finance resources. Portfolios use a mix of public funds and ETFs alongside government/municipal bonds, with custody including Charles Schwab.
Team overview
-- AVG AGE
$42.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Atlas Peak radial Horizon
Client Personas
Fusion Wave
Custodian
Catalyst Meridian Legacy Prime Ridge Insight Fusion vertex North
Investment Themes
Meridian unison Optima Vertex signal
Investment Vehicles
Element peak Vital
Platform
Vertex quantum Signal vital
Services
Signal Quantum meridian Ridge Foundation Radial Peak bridge Summit oak North Value
Technology
Horizon Optima frontier
Owner & Executives
BRENT W LOWE
Chief Compliance Officer, FOUNDER, Principal
- CRD
- #5602533
- Ownership
- 75% or more
(468) 955-1159
peak.signal@capitalcapital.com
in linkedin.com/in/matrix-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,527,898 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,527,898 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,527,898
Public Funds:
20.3% Equity - Exchange:
28.1% U.S. Government/Agency:
17.2% Cash:
11.7% Municipal Bonds:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,298,697,860 | 20.3% |
| Equity - Exchange | $1,797,704,919 | 28.1% |
| U.S. Government/Agency | $1,100,374,541 | 17.2% |
| Cash | $748,510,589 | 11.7% |
| Municipal Bonds | $1,452,238,493 | 22.7% |
| Total | $6,397,526,402 | 100.0% |