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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2024
- Office Locations
- 1
Office Locations
About RED Granite Wealth Management
Red Granite Wealth Management is an independent, fiduciary RIA founded in 2024 by Jared Meyer, leveraging 15 years of investment management experience. The firm delivers wealth management and financial planning centered on research-driven asset allocation, diversification, and tax-efficient portfolio construction to help clients meet financial goals. Client accounts are supported through the SEI platform (SEI Connect).
Team overview
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
JARED RICHARD MEYER
Chief Compliance Officer, Founder, President
- CRD
- #6305445
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,136,101 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,136,101 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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