# Graetz Wealth

> Graetz Wealth is an SEC-registered investment advisory firm in Jenison, MI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 317857
- Filed as: GRAETZ WEALTH
- Legal name: Graetz Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jenison, MI
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317857
- AdvisorCensus page: https://advisorcensus.com/firm/graetz-wealth-jenison-mi-317857

## Quick answers

**How is Graetz Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Graetz Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Graetz Wealth located?**
Graetz Wealth's principal office is in Jenison, MI, according to its Form ADV.

**Is Graetz Wealth registered with the SEC or a state?**
Graetz Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 317857.

**How much does Graetz Wealth manage?**
Graetz Wealth reports $158,200,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (95% discretionary).

**How have Graetz Wealth's assets and staff changed since 2024?**
In the Form ADV data for Graetz Wealth: Regulatory assets under management: $107,765,305 in the October 2024 data and $158,200,000 in the October 2026 data, up 47%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Graetz Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (266); high net worth individuals (50); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Graetz Wealth use?**
Graetz Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Graetz Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317857

**Does Graetz Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "We do not require a minimum amount of investable assets to receive our services."

**What changed in Graetz Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $132,413,969 to $158,200,000 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> We do not require a minimum amount of investable assets to receive our services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $158,200,000
- Discretionary: $150,000,000
- Non-discretionary: $8,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 266 | $69,400,000 |
| High net worth individuals | 50 | $79,800,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $8,500,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- graetzwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $107,765,305 | 3 | February 26, 2024 |
| October 2025 | $132,413,969 | 3 | March 31, 2025 |
| October 2026 | $158,200,000 | 3 | March 24, 2026 |

Regulatory assets under management: $107,765,305 in the October 2024 data and $158,200,000 in the October 2026 data, up 47%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $132,413,969 to $158,200,000 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graetz Wealth (CRD 317857): Form ADV filing data as of October 2026.