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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Prime fusion
- Established Date
- 01-20-2022
- Office Locations
- 2
Office Locations
About Graetz Wealth
Graetz Wealth is an independent, fiduciary Registered Investment Advisor providing commission-free wealth management and financial planning for a select group of families, primarily in West Michigan. The team builds client-specific portfolios with a strong ETF orientation and ongoing planning support. Capacity is intentionally limited—new relationships are typically referral/wait-list. Advisor Jason Wenk, a fintech executive and founder of Altruist, manages private client relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRANDON MICHAEL GRAETZ
Chief Compliance Officer, Managing Member
- CRD
- #4187794
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROSS DAVID BUSH
--
- CRD
- #2671778
JASON ROBERT WENK
Chairman
- CRD
- #4310095
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,000,000 | $175,029 |
| Non-Discretionary | $8,200,000 | $2,050,000 |
| Total | $158,200,000 | $183,740 |
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Separately Managed Accounts
Total SMA Asset: $158,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,148,727,781 | 26.1% |
| Equity - Exchange | $1,492,025,739 | 33.9% |
| Other | $1,104,715,223 | 25.1% |
| Cash | $655,787,124 | 14.9% |
| Total | $4,401,255,867 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN WAVE PEAK | VALUE GLACIER | OHL320MFI | IHS | 11.77% | $114,174,371 |
| SUMMIT VECTOR ATLAS | BEACON SUMMIT | OMZFI2R5C | EJXNU | 5.02% | $47,532,947 |
| MERIDIAN INSIGHT | FRONTIER HORIZON | UR1XQRJ4E | XDNJX | 0.78% | $29,690,398 |
| ZENITH ELEMENT | CREST PEAK | AM7DZ0ZNT | CON | 5.61% | $63,222,791 |
| VALUE FOUNDATION FUSION | OAK BEACON | RF6T6EISW | VKPG | 0.95% | $20,821,407 |
| EAGLE MOMENTUM | HARBOR FOUNDATION | RM5CTE4L2 | UAWN | 1.85% | $37,503,764 |
| PIONEER FRONTIER | INSIGHT BEACON | 8AO8KXBY1 | MEGKN | 8.57% | $90,803,837 |
| QUANTUM GLACIER VERTEX | RIDGE BEACON | AS4T0CXC9 | TIKLC | 4.32% | $49,554,061 |