GRAETZ WEALTH, LLC
Doing business as GRAETZ WEALTH. SEC Form ADV profile.
Total regulatory AUM
$158,200,000
Discretionary
$150,000,000
Non-discretionary
$8,200,000
Firm details
- CRD number
- 317857
- SEC file number
- 801-129537
- Main office
- JENISON, MI, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.GRAETZWEALTH.COM
- Fee structure
-
Percentage of AUM
As of November 2026.