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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Granite Islands Private Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Granite Islands Private Wealth charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Granite Islands Private Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Granite Islands Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Granite Islands Private Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Granite Islands Private Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Granite Islands Private Wealth get paid?","answer":"Granite Islands Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}