Overview
Assets Under Management: $105 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 30
Average Client Assets: $2.7 million
Frequently Asked Questions
GRAETER WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170046), GRAETER WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
GRAETER WEALTH ADVISORS, LLC is headquartered in LOUISVILLE, KY.
GRAETER WEALTH ADVISORS, LLC serves 30 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, GRAETER WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
GRAETER WEALTH ADVISORS, LLC manages $105 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, GRAETER WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.54%
Average Client Assets: $2.7 million
Total Client Accounts: 341
Discretionary Accounts: 339
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 170046
Filing ID: 2054429
Last Filing Date: 2026-02-13 14:25:37