Granite Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

5701 Patterson Ave Ste 101, Richmond, Vi...

Phone Number

(804) 362-9010

Revenue

<$5 Million

Industry

Finance Securities Trading

About Granite Wealth Management

Granite Wealth Management is a family-focused financial advisory practice based in Richmond, VA, dedicated to helping clients grow and protect their wealth for current and future generations. They offer a comprehensive suite of financial advisory services, including retirement planning, asset management, and education funding, tailored to the unique needs of families. The firm aims to make wealth management approachable and accessible, addressing common concerns about financial security and legacy planning. Their clients typically seek guidance on managing their finances while balancing various life goals, ensuring a fulfilling life now and for future generations.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Granite Wealth Management Org Chart

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AQ
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Granite Wealth Management

<$5M
1-10
Private
-
2021
AQ
Amanda QuickeManager, Operations
$9.3M
11-50
Private
<$5M
2012
Christopher Kizis, Managing Director at TRUE Private Wealth Advisors
Christopher KizisManaging Director
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
Illustration of an envelope

Granite Wealth Management Tech Stack

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Frequently Asked Questions Regarding Granite Wealth Management

What is Granite Wealth Management's official website?
Granite Wealth Management's official website is www.granitewm.com
What is Granite Wealth Management's Revenue?
Granite Wealth Management's revenue is <$5 Million
What is Granite Wealth Management's SIC code?
Granite Wealth Management's SIC: 62,628
What is Granite Wealth Management's NAICS code?
Granite Wealth Management's NAICS: 52,523
How many employees does Granite Wealth Management have?
Granite Wealth Management has 1-10 employees
What industry does Granite Wealth Management belong to?
Granite Wealth Management is in the industry of: Finance, Securities Trading
What is Granite Wealth Management competition?
Granite Wealth Management top competitors include: Dowd Financial Group, Alliance Wealth Advisors, TRUE Private Wealth Advisors
What technology does Granite Wealth Management use?
Some of the popular technologies that Granite Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, jQuery
How do I contact Granite Wealth Management?
Granite Wealth Management contact info: Phone number: (804) 362-9010 Website: www.granitewm.com
What does Granite Wealth Management do?

Granite Wealth Management is a family-focused financial advisory practice based in Richmond, VA, dedicated to helping clients grow and protect their wealth for current and future generations. They offer a comprehensive suite of financial advisory services, including retirement planning, asset management, and education funding, tailored to the uniqu... e needs of families. The firm aims to make wealth management approachable and accessible, addressing common concerns about financial security and legacy planning. Their clients typically seek guidance on managing their finances while balancing various life goals, ensuring a fulfilling life now and for future generations.Read More

Is Granite Wealth Management a public company?
Granite Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Granite Wealth Management

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