G
$68.5M Total AUM
$68.5M Disc. AUM
-- 3Y CAGR
2 Employees
168 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 01-08-2021
- Office Locations
- 1
Office Locations
32 Court Street 2ND Floor Plymouth MA
About Granite Wealth Management LLC
Granite Wealth Management is a Plymouth, MA-based RIA providing financial planning, account/portfolio management, and estate planning support (wills/trusts) for retail clients, including entrepreneurs. Portfolios emphasize active allocation using ETFs and fixed income. The firm is Schwab-custodied, and its advisors publish market commentary and are routinely quoted in the press.
Team overview
64 AVG AGE
$34.2M AVG AUM / ADVISOR
$407.6K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Signal Pioneer radial
Client Personas
Beacon delta
Custodian
Timber vector
Investment Themes
Harbor insight Foundation radial Vertex Focus
Investment Vehicles
Pioneer Unison
Services
Crest Timber Beacon glacier Momentum Focus Bridge meridian Bridge Legacy momentum
Technology
Optima beacon
Owner & Executives
B
BRUCE ANTHONY ZARO
Managing Director
- CRD
- #1271065
- Ownership
- 75% or more
(800) 263-7212
foundation.vector@glaciercapital.com
in linkedin.com/in/focus-vertex
J
JOHN ANDREW ZARO
Chief Compliance Officer, Managing Director
- CRD
- #6911927
- Ownership
- Less than 5%
(498) 971-5551
foundation.bridge@vertexcapital.com
in linkedin.com/in/bridge-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,471,214 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,471,214 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,471,214
Equity - Exchange:
15.4% Cash:
35.4% Corporate - Investment Grade:
16.8% Municipal Bonds:
21.7% U.S. Government/Agency:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,323,997,122 | 15.4% |
| Cash | $3,043,473,904 | 35.4% |
| Corporate - Investment Grade | $1,444,360,497 | 16.8% |
| Municipal Bonds | $1,865,632,308 | 21.7% |
| U.S. Government/Agency | $919,920,078 | 10.7% |
| Total | $8,597,383,909 | 100.0% |