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Graeter Wealth Advisors, LLC

● SEC registered since 2026CRD 170046SEC# 801-135337Louisville, KY
Export (members)
Reg. AUM
$104.9M
Employees
3
Accounts
341
Location
Louisville, KY

Graeter Wealth Advisors, LLC assets under management

Graeter Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2026. It reports $104.9 million in regulatory assets under management and employs 3 people.

Graeter Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Drew Joseph Graeter ControlManaging Member50-75%2014
Spencer Harris Graeter ControlManaging Member And Chief Compliance Officer50-75%2014

Frequently asked questions

How much does Graeter Wealth Advisors, LLC manage?

Graeter Wealth Advisors, LLC reports $104.9 million in regulatory assets under management on its Form ADV.

How many employees does Graeter Wealth Advisors, LLC have?

Graeter Wealth Advisors, LLC reports 3 employees.

Where is Graeter Wealth Advisors, LLC located?

Graeter Wealth Advisors, LLC is based in Louisville, KY and has been SEC-registered since 2026.

Does Graeter Wealth Advisors, LLC disclose fund performance?

Graeter Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4360 Brownsboro Road, Suite 211, Louisville, KY 40207
Phone502-625-1996
Fax502-625-1904
Office hours8:30 a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.7M
Non-discretionary$3.2M
Total (RAUM)$104.9M