Overview
Assets Under Management: $158 million
Headquarters: JENISON, MI
High-Net-Worth Clients: 50
Average Client Assets: $1.6 million
Frequently Asked Questions
GRAETZ WEALTH 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 #317857), GRAETZ WEALTH is subject to fiduciary duty under federal law.
GRAETZ WEALTH is headquartered in JENISON, MI.
GRAETZ WEALTH serves 50 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, GRAETZ WEALTH offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GRAETZ WEALTH manages $158 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, GRAETZ WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.44%
Average Client Assets: $1.6 million
Total Client Accounts: 861
Discretionary Accounts: 857
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 317857
Filing ID: 2072861
Last Filing Date: 2026-03-24 16:13:14