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GRAETZ WEALTH

JENISON, MI · CRD 317857 · IAPD ↗ · graetzwealth.com · (616) 226-8867

$158.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2025 — GRAETZ WEALTH notice-filed in CO, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — GRAETZ WEALTH reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
March 2024 — GRAETZ WEALTH (JENISON, MI) is newly SEC-registered with $107.8M 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.