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 is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (registration year 2024) and describes itself as a capital allocator serving both individual/family and institutional clients. Its revenue model is fee-based, charging a percentage of assets under management. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and selection of other advisers. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$152M in ETFs
96%
$147M
0%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $12.1M | 17,334 | 7.97% |
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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