Graetz Wealth
Firm details
- Headquarters
- Jenison, Michigan
- CRD number
- 317857
- Registered since
- February 26, 2024
- Website
- www.graetzwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.44%
- Individuals43.87%
- Pension & Profit Sharing Plans5.37%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Graetz Wealth LLC is an independent registered investment adviser that positions itself as a fee-based wealth manager and capital allocator for individual, family and institutional clients. The firm charges a percentage of assets under management and offers financial planning, portfolio management for individuals and small businesses, pension consulting-related services and selection of other advisers. Graetz Wealth reports that it does not pursue active ESG investing. The firm is structured as a limited liability company and is owned by an individual. It identifies as an allocator to third-party managers in addition to managing assets directly.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Other7%
- Cash & Cash Equivalents6%
Contacts
3 of 3
Jason Wenk
Investment Advisor RepresentativeCRD 4310095
Ross Bush
Investment Adviser RepresentativeCRD 2671778
Brandon Graetz
FounderCRD 4187794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$136M in ETFs
97%
$131M
0%
$4.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $8.9M | 14,857 | 6.54% |
Location
Jenison, MI
Ottawa
Location
Jenison, MI
Headquartered in Jenison, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Ottawa
- Address
- 501 Baldwin St
- Time zone
- ET (UTC-5)
- Office locations
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