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Graetz Wealth, LLC

● SEC registered since 2024CRD 317857SEC# 801-129537Jenison, MI
Export (members)
Reg. AUM
$132.4M
Employees
3
Accounts
752
Location
Jenison, MI

Graetz Wealth, LLC assets under management

Graetz Wealth, LLC is an investment advisory firm registered with the SEC based in Jenison, MI. The firm has been registered since 2024. It reports $132.4 million in regulatory assets under management and employs 3 people.
www.graetzwealth.comView on SEC.gov ↗

Graetz Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brandon Michael Graetz ControlManaging Member/CcoOver 75%2021

Frequently asked questions

How much does Graetz Wealth, LLC manage?

Graetz Wealth, LLC reports $132.4 million in regulatory assets under management on its Form ADV.

How many employees does Graetz Wealth, LLC have?

Graetz Wealth, LLC reports 3 employees.

Where is Graetz Wealth, LLC located?

Graetz Wealth, LLC is based in Jenison, MI and has been SEC-registered since 2024.

Does Graetz Wealth, LLC disclose fund performance?

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

Contact & registration

Address501 Baldwin Street, Suite 207, Jenison, MI 49428
Phone(616) 226-8867
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.5M
Non-discretionary$6.9M
Total (RAUM)$132.4M