Data / Investment advisers / Kentucky / Graeter Wealth Advisors, LLC
Graeter Wealth Advisors, LLC, Louisville, KY: $105 million AUM, SEC registered investment adviser
Graeter Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Louisville, Kentucky and reports $105 million in regulatory assets under management in its Form ADV filed February 13, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 170046
- SEC file number
- 801-135337
- SEC status
- Approved, effective February 13, 2026
- Main office
- 4360 Brownsboro Road Suite 211, Louisville, KY 40207
- Phone
- (502) 625-1996
- Website
- graeterwealth.com
- Regulatory AUM
- $104,897,434 in the Form ADV filed February 13, 2026
- Discretionary AUM
- $101,678,627
- Non discretionary AUM
- $3,218,807
- Accounts
- 341
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $82.4 million |
| Individuals (other than high net worth individuals) | 55 | $19.3 million |
| Pension and profit sharing plans | Fewer than 5 | $3.2 million |
Other advisers in Louisville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealthmd Corporation | Louisville | $250.5 million | Not listed | adviserinfo.sec.gov |
| Advantage Investment Management | Louisville | $215.4 million | Not listed | adviserinfo.sec.gov |
| Waycross GP, LLC | Louisville | $156.1 million | 3 | adviserinfo.sec.gov |
| VF Advisors, LLC | Louisville | $150 million | 1 | adviserinfo.sec.gov |
| Mercurio Wealth Advisors | Louisville | $141.1 million | Not listed | adviserinfo.sec.gov |
| Riverstone Asset Management, LLC | Louisville | $103 million | Not listed | adviserinfo.sec.gov |
| Access Real Estate, LLC | Louisville | $63.4 million | 4 | adviserinfo.sec.gov |
| Hafele Investments | Louisville | $57.7 million | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisville, KY
- Investment advisers in Kentucky
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Graeter Wealth Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.