# GRAETZ WEALTH, LLC

GRAETZ WEALTH, LLC of JENISON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 317857
- Type: SEC-registered investment adviser
- SEC file number: 801-129537
- Location: 501 BALDWIN STREET, SUITE 207, JENISON, MI, 49428
- Phone: (616) 226-8867
- Latest filing: 2026-03-24
- Regulatory AUM: $158.2M
- Discretionary AUM: $150.0M
- Non-discretionary AUM: $8.2M
- Clients: 3
- Accounts: 861

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Brandon Michael Graetz | MANAGING MEMBER/CCO | — |
| GRAETZ BRANDON MICHAEL | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317857/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317857/similar
- Related entities: https://search.stillhousedata.com/firm/317857/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317857

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.