Brent Lowe
Granite Wealth Advisors · Temecula, California
Brent Lowe is a fee-only financial advisor at Granite Wealth Advisors in Temecula, California. Granite Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Granite Wealth Advisors |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $53.5M across 114 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5602533 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | granitewealth.com |
| Profile |
How Brent's firm compares
- Granite Wealth Advisors's average account is about $469,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Brent
Is Brent Lowe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Granite Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, Granite Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brent Lowe based?
Brent Lowe is based in Temecula, California.
Is Brent Lowe registered with the SEC?
Yes. Brent Lowe is registered as an investment adviser representative in CA (CRD 5602533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Granite Wealth Advisors manage?
Granite Wealth Advisors reports $53.5M across 114 accounts in assets under management.
How do I contact Brent Lowe?
Through Brent's website, granitewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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