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).

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 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 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 16 years of experience in the finance industry.

3
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 9 years of experience in the finance industry.

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