Graetz Wealth
SEC RegisteredAn independent wealth management firm.
About the firm
Graetz Wealth is an independent Registered Investment Advisor operating as a fiduciary, meaning it does not sell products or receive sales commissions. The firm limits the number of households it serves to ensure a high level of service, and primarily serves families in West Michigan.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and financial planning, including goal setting, investment management, and guidance on retirement, education, taxes, income, expenses, and major life transitions.
Who they serve
A select number of families, primarily in West Michigan, with new clients accepted mainly by referral from existing clients or extenuating circumstances.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 266 | $69M |
| High Net Worth Individuals | 50 | $80M |
| Charitable Organizations | 5 | $8.5M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Graetz Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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