Graeter Wealth Advisors, LLC
● SEC registered since 2026CRD 170046SEC# 801-135337Louisville, KY
Reg. AUM
$104.9M
Employees
3
Accounts
341
Location
Louisville, KY
Graeter Wealth Advisors, LLC assets under management
Graeter Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2026. It reports $104.9 million in regulatory assets under management and employs 3 people.
Graeter Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Drew Joseph Graeter Control | Managing Member | 50-75% | 2014 |
| Spencer Harris Graeter Control | Managing Member And Chief Compliance Officer | 50-75% | 2014 |
Frequently asked questions
How much does Graeter Wealth Advisors, LLC manage?
Graeter Wealth Advisors, LLC reports $104.9 million in regulatory assets under management on its Form ADV.
How many employees does Graeter Wealth Advisors, LLC have?
Graeter Wealth Advisors, LLC reports 3 employees.
Where is Graeter Wealth Advisors, LLC located?
Graeter Wealth Advisors, LLC is based in Louisville, KY and has been SEC-registered since 2026.
Does Graeter Wealth Advisors, LLC disclose fund performance?
Graeter Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4360 Brownsboro Road, Suite 211, Louisville, KY 40207 |
| Phone | 502-625-1996 |
| Fax | 502-625-1904 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.9MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$104.9Mregulatory AUM
Discretionary $101.7MNon-discretionary $3.2M