← Directory
GRAETER WEALTH ADVISORS, LLC
CRD 170046File 801-135337
APPROVED
Retail clients
Custody
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.9M
Bottom 25% of cohort (national)
Discretionary AUM
$101.7M
Non-discretionary $3.2M
Clients
85
341 accounts
Employees
3
Bottom 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 13, 2026
- Principal office
- 4360 BROWNSBORO ROAD, SUITE 211, LOUISVILLE, KY, 40207
- Phone
- 502-625-1996
- Website
- HTTP://WWW.GRAETERWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.9M
- Discretionary AUM
- $101.7M
- Non-discretionary AUM
- $3.2M
- Discretionary accounts
- 339
- Non-discretionary accounts
- 2
- Total accounts
- 341
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $82.4M |
| Pension and profit sharing plans | Fewer than 5 | $3.2M |
| Individuals (other than high net worth individuals) | 55 | $19.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.