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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRAETZ, BRANDON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| GRAETZ, BRANDON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| GRAETZ, BRANDON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| GRAETZ, BRANDON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| GRAETZ, BRANDON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (7)
CA CO FL IL LA MI TX
Address
501 BALDWIN STREETSUITE 207
JENISON, MI 49428
United States
Phone: (616) 226-8867