Graetz Wealth
Graetz Wealth is an SEC-registered mass-market adviser in Jenison, MI with $158.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Graetz Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317857, SEC 801-129537, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $158.2M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Jenison, MI
- Employees
- 3
- Clients
- 321
- CRD
- 317857
- Ownership
- GRAETZ, BRANDON, MICHAEL
How much AUM does Graetz Wealth have?
Graetz Wealth reported $158.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Graetz Wealth?
Disclosed owners and executives of Graetz Wealth include GRAETZ, BRANDON, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.