Graeter Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Graeter Wealth Advisors reports 85 clients. They include 55 individual clients and 30 high-net-worth individuals. Of its assets, 96.9% ($102M across 339 accounts) are managed with discretion; $3.22M across 2 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 18% |
| High-net-worth individuals | 35% | 79% |
| Pension and profit-sharing plans | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $19.3M | 18.4% | $351K |
| High-net-worth individuals | 30 | $82.4M | 78.5% | $2.75M |
| Pension and profit-sharing plans | Fewer than 5 | $3.22M | 3.1% | — |
| Total | 85 | $105M | 100% | — |
- Clients
- 55
- Regulatory AUM
- $19.3M
- AUM share
- 18.4%
- Avg. per client
- $351K
- Clients
- 30
- Regulatory AUM
- $82.4M
- AUM share
- 78.5%
- Avg. per client
- $2.75M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.22M
- AUM share
- 3.1%
- Avg. per client
- —
Total
- Clients
- 85
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Graeter Wealth Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting
- Pension consulting is billed as a percentage of plan assets that will not exceed 1.00%, with terms set in the signed consulting agreement.
Drew Graeter owns 50% to 75% of Graeter Wealth Advisors. The leadership team of Graeter Wealth Advisors includes Chief Compliance Officer Spencer Graeter. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Graeter Wealth Advisors, LLC
Drew Graeter
Control person · since March 2014
- Owns 50% to 75% of Graeter Wealth Advisors, LLC
Spencer Graeter
Control person · since March 2014
Besides its headquarters, Graeter Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Kentucky · 1 listed address
- 4360 Brownsboro Road, Suite 211, LouisvilleHQ
Contact and registration details
- Legal name
- Graeter Wealth Advisors, LLC
- Headquarters
- 4360 Brownsboro Road, Suite 211, Louisville, KY 40207
- Website
- Not reported
- Phone
- 502-625-1996
- SEC file
- 801-135337
- Structure
- Kentucky LLC
- Fiscal year end
- December
Graeter Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($95.9M). Graeter Wealth Advisors has custody of $28.3M for 92 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $95.9M100%
At year end, Graeter Wealth Advisors’ separately managed accounts were largely in stocks (49%) and funds (45%).
What the accounts hold
- Stocks49%
- Funds45%
- Bonds4%
- Cash2%
How many clients does Graeter Wealth Advisors have?
Graeter Wealth Advisors has 85 clients and manages $105 million for them, as of February 2026. They include 55 individual clients and 30 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 February 2026
What services does Graeter Wealth Advisors offer?
Graeter Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Graeter Wealth Advisors use?
Graeter Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $95.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026
How many financial advisors does Graeter Wealth Advisors have?
Graeter Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Graeter Wealth Advisors invest in?
At the end of its last fiscal year, Graeter Wealth Advisors’ separately managed accounts held 49% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Graeter Wealth Advisors?
Graeter Wealth Advisors’ direct owners are Drew Graeter (50% to 75%) and Spencer Graeter (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 February 2026
How does Graeter Wealth Advisors get paid?
Graeter Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Graeter Wealth Advisors?
Graeter Wealth Advisors’ main office is at 4360 Brownsboro Road, Suite 211, Louisville, KY 40207. Its phone number is 502-625-1996.