GRANITE BAY WEALTH MANAGEMENT, LLC
CRD #174765 SEC #801-92174 PORTSMOUTH, NH 603-610-8881
SEC Registered
Total AUM
$444.6M
Discretionary
$431.8M
Employees
9
Clients
251
Accounts
1,545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $444.6M | $431.8M | $12.9M | 9 | 0 |
| Sep 2025 | $444.6M | $431.8M | $12.9M | 9 | 0 |
| Mar 2025 | $444.6M | $431.8M | $12.9M | 9 | 0 |
| Apr 2024 | $357.3M | $344.3M | $13.1M | 8 | 0 |
| Mar 2024 | $357.3M | $344.3M | $13.1M | 8 | 0 |
| Aug 2023 | $252.5M | $240.2M | $12.3M | 8 | 443 |
| Mar 2023 | $252.5M | $240.2M | $12.3M | 8 | 443 |
| Mar 2023 | $252.5M | $240.2M | $12.3M | 8 | 443 |
| Nov 2022 | $292.5M | $285.2M | $7.3M | 6 | 0 |
| Mar 2022 | $292.5M | $285.2M | $7.3M | 6 | 0 |
| Mar 2022 | $292.5M | $285.2M | $7.3M | 6 | 0 |
| Mar 2021 | $246.6M | $240M | $6.6M | 6 | 0 |
| Jun 2020 | $200.3M | $194.3M | $6M | 5 | 0 |
| Mar 2020 | $200.3M | $194.3M | $6M | 5 | 0 |
| Mar 2019 | $159.9M | $152.5M | $7.4M | 5 | 0 |
| Feb 2019 | $146.4M | $138.8M | $7.6M | 5 | 2 |
| Feb 2018 | $146.4M | $138.8M | $7.6M | 5 | 2 |
| Jun 2017 | $112.2M | $104.9M | $7.4M | 5 | 340 |
| Mar 2017 | $112.2M | $104.9M | $7.4M | 5 | 340 |
| Jan 2017 | $145.2M | $127M | $18.2M | 5 | 316 |
| Jan 2017 | $145.2M | $127M | $18.2M | 5 | 316 |
| Nov 2016 | $145.2M | $127M | $18.2M | 5 | 316 |
| Nov 2016 | $145.2M | $127M | $18.2M | 5 | 316 |
| Oct 2016 | $145.2M | $127M | $18.2M | 5 | 316 |
| Aug 2016 | $145.2M | $127M | $18.2M | 5 | 316 |
| Jun 2016 | $145.2M | $127M | $18.2M | 5 | 316 |
| Apr 2016 | $145.2M | $127M | $18.2M | 5 | 316 |
| Mar 2016 | $145.2M | $127M | $18.2M | 5 | 316 |
| Aug 2015 | $141.6M | $123.4M | $18.3M | 6 | 281 |
| Jun 2015 | $0 | $0 | $0 | 6 | 0 |
| Jun 2015 | $0 | $0 | $0 | 6 | 0 |
| Jun 2015 | $0 | $0 | $0 | 6 | 0 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$444.6M
Discretionary$431.8M
Non-Disc.$12.9M
Employees9
Clients0
DateSep 2025
Total AUM$444.6M
Discretionary$431.8M
Non-Disc.$12.9M
Employees9
Clients0
DateMar 2025
Total AUM$444.6M
Discretionary$431.8M
Non-Disc.$12.9M
Employees9
Clients0
DateApr 2024
Total AUM$357.3M
Discretionary$344.3M
Non-Disc.$13.1M
Employees8
Clients0
DateMar 2024
Total AUM$357.3M
Discretionary$344.3M
Non-Disc.$13.1M
Employees8
Clients0
DateAug 2023
Total AUM$252.5M
Discretionary$240.2M
Non-Disc.$12.3M
Employees8
Clients443
DateMar 2023
Total AUM$252.5M
Discretionary$240.2M
Non-Disc.$12.3M
Employees8
Clients443
DateMar 2023
Total AUM$252.5M
Discretionary$240.2M
Non-Disc.$12.3M
Employees8
Clients443
DateNov 2022
Total AUM$292.5M
Discretionary$285.2M
Non-Disc.$7.3M
Employees6
Clients0
DateMar 2022
Total AUM$292.5M
Discretionary$285.2M
Non-Disc.$7.3M
Employees6
Clients0
DateMar 2022
Total AUM$292.5M
Discretionary$285.2M
Non-Disc.$7.3M
Employees6
Clients0
DateMar 2021
Total AUM$246.6M
Discretionary$240M
Non-Disc.$6.6M
Employees6
Clients0
DateJun 2020
Total AUM$200.3M
Discretionary$194.3M
Non-Disc.$6M
Employees5
Clients0
DateMar 2020
Total AUM$200.3M
Discretionary$194.3M
Non-Disc.$6M
Employees5
Clients0
DateMar 2019
Total AUM$159.9M
Discretionary$152.5M
Non-Disc.$7.4M
Employees5
Clients0
DateFeb 2019
Total AUM$146.4M
Discretionary$138.8M
Non-Disc.$7.6M
Employees5
Clients2
DateFeb 2018
Total AUM$146.4M
Discretionary$138.8M
Non-Disc.$7.6M
Employees5
Clients2
DateJun 2017
Total AUM$112.2M
Discretionary$104.9M
Non-Disc.$7.4M
Employees5
Clients340
DateMar 2017
Total AUM$112.2M
Discretionary$104.9M
Non-Disc.$7.4M
Employees5
Clients340
DateJan 2017
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateJan 2017
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateNov 2016
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateNov 2016
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateOct 2016
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateAug 2016
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateJun 2016
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateApr 2016
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateMar 2016
Total AUM$145.2M
Discretionary$127M
Non-Disc.$18.2M
Employees5
Clients316
DateAug 2015
Total AUM$141.6M
Discretionary$123.4M
Non-Disc.$18.3M
Employees6
Clients281
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0