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GRAETZ WEALTH
GRAETZ WEALTH, LLC
CRD 317857 · SEC 801-129537
501 BALDWIN STREET, SUITE 207, JENISON, MI, 49428, United States
Phone
(616) 226-8867
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.2M
Discretionary AUM
$150.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $69.4M |
| High net worth individuals | 50 | $79.8M |
| Pension/profit sharing plans | 5 | $8.5M |
States served
CA, CO, IL, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD