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Spencer Harris Graeter

GRAETER WEALTH ADVISORS, LLC·LOUISVILLE, Kentucky
Clean recordGRAETER WEALTH ADVISORS, LLC
401 SOUTH 4TH STREET, LOUISVILLE, KY 40202CRD# 5392835Firm CRD# 170046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Spencer Harris Graeter · LOUISVILLE, KY
Registration
CRD #5392835 · GRAETER WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Spencer Harris Graeter is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with GRAETER WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GRAETER WEALTH ADVISORS, LLC
GRAETER WEALTH ADVISORS, LLC
AUM
$85M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GRAETER WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5392835
Firm CRD# 170046
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Spencer Harris Graeter offer?
Spencer Harris Graeter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Spencer Harris Graeter's credentials?
Spencer Harris Graeter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spencer Harris Graeter located?
Spencer Harris Graeter is based in LOUISVILLE, Kentucky, working with GRAETER WEALTH ADVISORS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Spencer Harris Graeter charge for services?
Spencer Harris Graeter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAETER WEALTH ADVISORS, LLC?
GRAETER WEALTH ADVISORS, LLC has approximately 2 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRAETER WEALTH ADVISORS, LLC

Drew Joseph Graeter
LOUISVILLE, KY

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Research
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