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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ElementZenith signal +more
- Established Date
- 07-03-2014
- Office Locations
- 1
Office Locations
About Graeter Wealth Advisors, LLC
Graeter Wealth Advisors is a fee-only RIA based in Louisville, KY, serving affluent individuals and institutions across the U.S. and Europe. The Graeter-led team provides comprehensive financial advice and disciplined, institutional-style investment management, with portfolios commonly using ETFs and public funds. Bank Investment Consultant ranked the team the nation’s #6 consulting operation (Dec 2010).
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Owner & Executives
DREW JOSEPH GRAETER
Managing Member, Wealth Advisor
- CRD
- #4139416
- Ownership
- 50% but less than 75%
SPENCER HARRIS GRAETER
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5392835
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DON CARLOS GRAETER
Financial Advisor, General Partner
- CRD
- #1064731
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,678,627 | $299,937 |
| Non-Discretionary | $3,218,807 | $1,609,404 |
| Total | $104,897,434 | $307,617 |
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Separately Managed Accounts
Total SMA Asset: $104,897,434
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,181,407,811 | 30.1% |
| Public Funds | $1,949,497,346 | 26.9% |
| U.S. Government/Agency | $507,304,142 | 7.0% |
| Cash | $2,608,992,730 | 36.0% |
| Total | $7,247,202,029 | 100.0% |