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Graeter Wealth Advisors, LLC (Louisville)


Graeter Wealth Advisors, LLC is an adviser based in Louisville. It manages $85.17 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Kentucky.




Graeter Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Graeter Wealth Advisors: assets under management

The assets under management (AUM) of Graeter Wealth Advisors, LLC is $85.17 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $81.47 million in discretionary accounts and $3.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $366.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $463.14 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Graeter Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Louisville

The principal office where Graeter Wealth Advisors, LLC performs its advisory services is located at 401 South 4 Th Street, Louisville, KY 40202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 502-625-1996 or by fax 502-625-1904. The normal business hours are 8:30 am - 5:00pm on Monday - Friday.


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