Granite Wealth Management LLC
Granite Wealth Management LLC (CRD# 309868) is a financial advisory firm headquartered in Plymouth, MA. They manage $57,677,348 in 300 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Granite Wealth Management LLC
By the Numbers
-
Total Assets Under Management58MILLION
-
Total Number of Accounts300ACCOUNTS
-
Average Account Value$192,258
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI, TX
Financial Advisors at Granite Wealth Management LLC
1
Bruce Zaro (CRD# 1271065) is an Investment Advisor Representative working at Granite Wealth Management LLC in Providence, RI and has over 40 years of experience in the finance industry.
2
John Zaro (CRD# 6911927) is an Investment Advisor Representative working at Granite Wealth Management LLC in Plymouth, MA and has over 5 years of experience in the finance industry.
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