GRANITE BAY WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Hampshire, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,370	$344.3M
Non-Discretionary	11	$13.1M
Total	1,381	$357.3M

Clients

Type	Number	RAUM
Individuals	372	$116.8M
HNW Individuals	116	$217.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$207,253
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	6	$22.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-92174
SEC ERA File Number	801-92174
SEC CIK Numbers	1911472
SEC CRD Numbers	174765
Legal Entity Identifier	None

Principal Office

22 DEER STREET
SUITE 200
PORTSMOUTH
NH
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic