Graetz Wealth, LLC
● SEC registered since 2024CRD 317857SEC# 801-129537Jenison, MI
Reg. AUM
$158.2M
Employees
3
Accounts
861
Location
Jenison, MI
Graetz Wealth, LLC assets under management
Graetz Wealth, LLC is an investment advisory firm registered with the SEC based in Jenison, MI. The firm has been registered since 2024. It reports $158.2 million in regulatory assets under management and employs 3 people.
Graetz Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Michael Graetz Control | Managing Member/Cco | Over 75% | 2021 |
Frequently asked questions
How much does Graetz Wealth, LLC manage?
Graetz Wealth, LLC reports $158.2 million in regulatory assets under management on its Form ADV.
How many employees does Graetz Wealth, LLC have?
Graetz Wealth, LLC reports 3 employees.
Where is Graetz Wealth, LLC located?
Graetz Wealth, LLC is based in Jenison, MI and has been SEC-registered since 2024.
Does Graetz Wealth, LLC disclose fund performance?
Graetz Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 501 Baldwin Street, Suite 207, Jenison, MI 49428 |
| Phone | (616) 226-8867 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.2M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$158.2Mregulatory AUM
Discretionary $150MNon-discretionary $8.2M