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GRAETER WEALTH ADVISORS, LLC
CRD 170046 · SEC 801-135337
4360 BROWNSBORO ROAD, SUITE 211, LOUISVILLE, KY, 40207, United States
Phone
502-625-1996
Fax
502-625-1904
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.9M
Discretionary AUM
$101.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $19.3M |
| High net worth individuals | 30 | $82.4M |
States served
KY, NE, TX
All web addresses on file
Official SEC filing: View on IAPD