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Building 2GRAETER WEALTH ADVISORS, LLC

Map pinLOUISVILLE, KY
Phone502-625-1996
NotebookSEC #801-135337
Total AUM
$104.9M
Employees
3
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4360 BROWNSBORO ROAD
SUITE 211
LOUISVILLE
KY 40207
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
502-625-1996

ReceiptFinancials

Total AUM
$104.9M
Accounts
341
Discretionary
$101.7M
Accounts
339
Non-Discretionary
$3.2M
Accounts
2

ContactClients

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Individual Clients
55
AUM
$19.3M
HNW Individual Clients
30
AUM
$82.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYNETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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