Key facts
- GRAETER WEALTH ADVISORS, LLC is a other based in LOUISVILLE, KY.
- GRAETER WEALTH ADVISORS, LLC reports $4.3M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 170046- Regulatory AUM
- $4.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- LOUISVILLE, KY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for GRAETER WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is GRAETER WEALTH ADVISORS, LLC's AUM?
- GRAETER WEALTH ADVISORS, LLC manages approximately $4.3M in assets.