GRAETER WEALTH ADVISORS, LLC

LOUISVILLE, Kentucky·2 registered advisors·CRD# 170046

SEC# 801-79317502-625-1996

01

Firm Overview

AUM

$85M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GRAETER WEALTH ADVISORS, LLC

2 registered advisors

Drew Joseph Graeter

LOUISVILLE, Kentucky

Spencer Harris Graeter

LOUISVILLE, Kentucky

05

Office Locations

LOUISVILLE, Kentucky

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Data sourced from SEC Form ADV filings. GRAETER WEALTH ADVISORS, LLC (CRD# 170046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.