Graeter Wealth Advisors, LLC

Graeter Wealth Advisors, LLC (CRD# 170046) is a financial advisory firm headquartered in Louisville, KY. They manage $76,823,496 in 275 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
401 South 4th Street, Suite 901, Louisville, KY 40202
http://www.graeterwealth.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $279,358
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, TX

Financial Advisors at Graeter Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Don Graeter, financial advisor Louisville KY
Don C. Graeter
CRD#: 1064731
401 South 4th Street, Suite 901, Louisville, KY 40202
93
Wealthminder
score

Don Graeter (CRD# 1064731) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 34 years of experience in the finance industry.

2
Drew Graeter, financial advisor Louisville KY
Drew J. Graeter
CRD#: 4139416
401 South 4th Street, Suite 901, Louisville, KY 40202
93
Wealthminder
score

Drew Graeter (CRD# 4139416) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 17 years of experience in the finance industry.

3
Spencer Graeter, financial advisor Louisville KY
Spencer H. Graeter
CRD#: 5392835
401 South 4th Street, Suite 901, Louisville, KY 40202
93
Wealthminder
score

Spencer Graeter (CRD# 5392835) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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