GRANITE ISLANDS PRIVATE WEALTH, LLC

CRD

336263

SEC file #

801-134124

EIN

393670770

DBA names

—

Economics

AUM

$229.9M

AUM band

$100M-$500M

AUM trajectory

—

Client mix

Individuals High Net Worth	379
Individuals Other	98
Pension Profit Sharing Plans	9
Corporations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 4 advisors

'25'26

3 advisors → 4 advisors▲ +33%

sec adv history

Primary office

GUILFORD CT

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/19/2026

ADV-W filed at

—

Website

graniteislands.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ANDRIOLE, CHARLES, CORRIGAN

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

ANDRIOLE, CHARLES, CORRIGAN

DELUCCA, ROBERT, ANTHONY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

GRANITEISLANDS.COM

Rdap Domain Creation Date

2024-10-30T18:59:18Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002111372

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-02-12

Edgar Last Filing Date

2026-04-21

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-21

Accession0002111372-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4711

Soi Zip Pct 200k Plus

0.224

Soi Zip Returns 200k Plus

2,520

Soi Zip Total AGI

1,890,874

Fdic Zip Total Deposits

19,341,716,000

Fdic Zip Branch Count

214

Fdic Zip Top Banks

The Guilford Savings Bank

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

157 GOOSE LANE #3GUILFORD, CT 06437

Business

157 GOOSE LANE #3GUILFORD, CT 06437

Edgar EIN

393670770

Edgar Recent Filings

13F-HR2026-04-21 · 0002111372-26-000002

13F-HR2026-02-12 · 0002111372-26-000001

Fdic Zip Branches Raw

Fleet Bank, National AssociationGuilford, CT

Citizens Savings BankGuilford, CT

Fdic Zip HHI

2752.06

Fdic Zip Top Bank Share Pct

48.1

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-30T18:59:18Z

Rdap Domain Last Changed

2025-09-30T07:52:31Z

Rdap Nameservers

Dns101.register.comDns102.register.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	25,034
Returns	2,290

Stub 2

AGI	51,751
Returns	1,380

Stub 3

AGI	77,706
Returns	1,250

Soi Zip Total Business Income

126,874

Soi Zip Total Cap Gains

126,088

Soi Zip Total Dividends

78,139

Soi Zip Total Returns

11,250

Top Owner CRD

1043075

Trust Company Affiliate