GRAETZ WEALTH, LLC
Legal name: GRAETZ WEALTH
CRD #317857 SEC #801-129537 JENISON, MI (616) 226-8867
SEC Registered
Total AUM
$132.4M
Discretionary
$125.5M
Employees
3
Clients
10
Accounts
752
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $132.4M | $125.5M | $6.9M | 3 | 0 |
| Dec 2024 | $107.8M | $107.8M | $0 | 3 | 4 |
| Oct 2024 | $107.8M | $107.8M | $0 | 3 | 4 |
| Feb 2024 | $107.8M | $107.8M | $0 | 3 | 4 |
| Jan 2024 | $107.8M | $107.8M | $0 | 3 | 4 |
DateMar 2025
Total AUM$132.4M
Discretionary$125.5M
Non-Disc.$6.9M
Employees3
Clients0
DateDec 2024
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees3
Clients4
DateOct 2024
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees3
Clients4
DateFeb 2024
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees3
Clients4
DateJan 2024
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees3
Clients4