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GRAETER WEALTH ADVISORS, LLC

LOUISVILLE, KY · CRD 170046 · IAPD ↗ · graeterwealth.com · 502-625-1996

$104.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — GRAETER WEALTH ADVISORS, LLC (LOUISVILLE, KY) is newly SEC-registered with $104.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.