GRAETZ WEALTH, LLC

GRAETZ WEALTH, LLC of JENISON, MI is an SEC-registered investment adviser (CRD 317857). Regulatory assets under management: $158.2M.

Registration

• CRD: 317857
• SEC file number: 801-129537
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317857 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search