Graetz Wealth

Graetz Wealth (CRD# 317857) is a financial advisory firm headquartered in Jenison, MI. They manage $107,765,305 in 716 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
501 Baldwin St, Suite 207, Jenison, MI 49428
https://www.graetzwealth.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $150,510
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, LA, MI, TX

Financial Advisors at Graetz Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Ross Bush, financial advisor Jenison MI
Ross D. Bush
CRD#: 2671778
501 Baldwin St, Suite 207, Jenison, MI 49428

Ross Bush (CRD# 2671778) is an Investment Advisor Representative working at Graetz Wealth in Jenison, MI and has over 16 years of experience in the finance industry.

2
Brandon Graetz, financial advisor Jenison MI
Brandon M. Graetz
CRD#: 4187794
501 Baldwin St, Suite 207, Jenison, MI 49428

Brandon Graetz (CRD# 4187794) is an Investment Advisor Representative working at Graetz Wealth in Jenison, MI and has over 23 years of experience in the finance industry.

3
Jason Wenk, financial advisor Jenison MI
Jason R. Wenk
CRD#: 4310095
501 Baldwin St, Suite 207, Jenison, MI 49428
Jason Wenk (CRD# 4310095) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Grand Rapids, MI and has over 15 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.

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