Granite Islands Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Granite Islands Private Wealth reports 491 clients. They include 379 high-net-worth individuals, 98 individual clients, and 9 pension and profit-sharing plans. Of its assets, 100.0% ($230M across 491 accounts) are managed with discretion. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 20% | 6% |
| High-net-worth individuals | 77% | 88% |
| Pension and profit-sharing plans | 2% | 6% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 98 | $13.1M | 5.7% | $133K |
| High-net-worth individuals | 379 | $203M | 88.3% | $535K |
| Pension and profit-sharing plans | 9 | $13.6M | 5.9% | $1.51M |
| Corporations and other businesses | 5 | $240K | 0.1% | $48K |
| Total | 491 | $230M | 100% | $468K |
- Clients
- 98
- Regulatory AUM
- $13.1M
- AUM share
- 5.7%
- Avg. per client
- $133K
- Clients
- 379
- Regulatory AUM
- $203M
- AUM share
- 88.3%
- Avg. per client
- $535K
- Clients
- 9
- Regulatory AUM
- $13.6M
- AUM share
- 5.9%
- Avg. per client
- $1.51M
- Clients
- 5
- Regulatory AUM
- $240K
- AUM share
- 0.1%
- Avg. per client
- $48K
Total
- Clients
- 491
- Regulatory AUM
- $230M
- AUM share
- 100%
- Avg. per client
- $468K
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Granite Islands Private Wealth charges up to 1.75% a year for its Investment Management Services. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are fee-based, billed hourly or as a fixed fee under the advisory agreement; the brochure states no amount.
Robert Delucca owns 50% to 75% of Granite Islands Private Wealth. The leadership team of Granite Islands Private Wealth includes Chief Compliance Officer Bradley Stark. It has 4 employees.
Leadership
- Bradley StarkChief Compliance Officer
Charles AndrioleFounder & Managing Director (Managing Member of LLC)
Robert DeluccaFounder & Managing Director (Managing Member of LLC)
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Granite Islands Private Wealth, LLC
Robert Delucca
Control person · since August 2025
- Owns 50% to 75% of Granite Islands Private Wealth, LLC
Charles Andriole
Control person · since August 2025
Besides its headquarters, Granite Islands Private Wealth has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 157 Goose Lane, #3, GuilfordHQ
Contact and registration details
- Legal name
- Granite Islands Private Wealth, LLC
- Headquarters
- 157 Goose Lane, #3, Guilford, CT 06437
- Website
- graniteislands.com
- Phone
- 203-889-3890
- @granite-islands-private-wealth
- SEC file
- 801-134124
- Structure
- Delaware LLC
- Fiscal year end
- December
Granite Islands Private Wealth uses Fidelity ($214M) as custodian for its separately managed accounts. Granite Islands Private Wealth has custody of $83.6M in client assets for 171 clients.
- FidelityNational Financial Services LLC · Boston, MA · $214M100%
At year end, Granite Islands Private Wealth’s separately managed accounts were largely in stocks (44%) and bonds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $135M across 78 positions; the largest are Nvidia Corporation (7.7%), Apple Inc. (7.5%) and Alphabet Inc. (6.2%).
What the accounts hold
- Stocks44%
- Funds10%
- Bonds32%
- U.S. government and agency bonds13%
- State and local bonds12%
- Investment grade corporate bonds7%
- Cash13%
- Other1%
- Alts1%
Reported 13F holdings
- $135M
- Reported 13F value
- 78
- Positions
- 45.0%
- In the 10 largest
- +24.6%
- Value vs. prior quarter
- Nvidia Corporation7.7%
- Apple Inc.7.5%
- Alphabet Inc. · Cap Stk CL A6.2%
- Vanguard Index Fds · S&P 500 ETF Shs4.2%
- Palo Alto Networks Inc.4.0%
- Amazon Com Inc.3.8%
- Advanced Micro Devices Inc.3.7%
- Microsoft Corp.3.0%
- Broadcom Inc.2.7%
- State Str SPDR S&P 500 ETF T · TR Unit2.2%
Together, the ten largest are 45.0% of reported value.
How many clients does Granite Islands Private Wealth have?
Granite Islands Private Wealth has 491 clients and manages $230 million for them, as of August 2026. They include 379 high-net-worth individuals, 98 individual clients, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Granite Islands Private Wealth offer?
Granite Islands Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Granite Islands Private Wealth charge?
Granite Islands Private Wealth charges up to 1.75% a year for its Investment Management Services. The fee is billed in arrears.
Source: ADV PART 2A DISCLOSURE BROCHURE - GRANITE ISLANDS PRIVATE WEALTH, LLC, filed 16 June 2026
Which custodians does Granite Islands Private Wealth use?
Granite Islands Private Wealth’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $214M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does Granite Islands Private Wealth have?
Granite Islands Private Wealth has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Granite Islands Private Wealth invest in?
At the end of its last fiscal year, Granite Islands Private Wealth’s separately managed accounts held 44% exchange-traded equities, 13% U.S. government and agency bonds, 13% cash and equivalents, 12% state and local bonds, 10% registered funds (mutual funds, ETFs, BDCs), 7% investment grade corporate bonds and 1% other. The 1% other category is described as: Alts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Granite Islands Private Wealth?
Granite Islands Private Wealth’s direct owners are Robert Delucca (50% to 75%) and Charles Andriole (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Granite Islands Private Wealth get paid?
Granite Islands Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Granite Islands Private Wealth registered with the SEC?
Yes, Granite Islands Private Wealth has been registered with the SEC as an investment adviser since 8 August 2025. Its CRD number is 336263 and its SEC file number is 801-134124.
Source: Form ADV Part 1A, Item 1, filed 26 August 2026; IAPD firm record
How do I contact Granite Islands Private Wealth?
Granite Islands Private Wealth’s main office is at 157 Goose Lane, #3, Guilford, CT 06437. Its phone number is 203-889-3890. Its website is graniteislands.com.