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⚲
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| Graetz Wealth LLC
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|
|---|---|
| CRD # | 317857 |
| SEC # | 801-129537 |
| CIK # | |
| AUM | $132.4 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 616-226-8867 |
| Address | 501 Baldwin Street Jenison, MI 49428 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 63.5 |
| (b) Individuals (high net worth individuals) | 43 | 61.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 752 | 132.4 |
| By Discretionary | ||
| Discretionary | 748 | 125.5 |
| Non-Discretionary | 4 | 6.9 |
| Total | 752 | 132.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 130.2 | |
| Total | 752 | 132.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McDonnell Wealth Management LLC
✚
|
IL | 0.1 |
|
Avera Capital Wealth Management LLC
✚
|
CO | 0.1 |
|
Infinity Wealth Counsel LLC
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|
OH | 0.1 |
|
Doucet Asset Management LLC
✚
|
LA | 0.1 |
|
Wulff Hansen & Co
✚
|
CA | 0.1 |
|
Prien Asset Management LLC
✚
|
NM | 0.1 |
|
Nexwealth LLC
✚
|
FL | 0.1 |
|
Feltl Advisors LLC
✚
|
MN | 0.1 |
|
ULTA Wealth Management LLC
✚
|
NV | 0.1 |
|
LMPG Wealth Advisors LLC
✚
|
FL | 0.1 |