Graeter Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Graeter Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities with asset management, comprehensive portfolio management that includes financial planning, and pension consulting for employer plan sponsors. The firm emphasizes continuous account supervision and manages portfolios primarily with exchange‑traded funds and mutual funds.
Its investment process centers on asset allocation with regular rebalancing and at least quarterly reviews, and incorporates both fundamental and technical/charting analysis to inform trading and positioning. Clients may place reasonable restrictions on holdings and the firm conducts periodic reviews and off‑cycle reviews in response to market events or client changes.
Noteworthy features include a recent material change reporting that the firm has surpassed $100 million in assets under management and is applying for SEC registration, a transition point for a firm of this size. Graeter Wealth Advisors also requires clients to establish custody with Charles Schwab and provides pension consulting services while acknowledging ERISA Section 3(21) fiduciary responsibilities for those engagements.
Client services
Expertise
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% Over $10,000,000+: Negotiable
Main office
4360 Brownsboro Road, Suite 211
Louisville KY 40207
Advisors at this office
3
Most active in
Kentucky · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Drew G
Series 66
Louisville, KY
Graeter Wealth Advisors, LLC
Drew Graeter is a financial advisor at Graeter Wealth Advisors, LLC in Louisville, KY, with 21 years of industry experience and a Series 66 designation. He has been with Graeter Wealth Advisors since 2014. Graeter Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, comprehensive portfolio management, and pension consulting. The firm focuses on asset allocation with regular rebalancing, using both fundamental and technical analysis, and manages portfolios primarily with exchange-traded funds and mutual funds.
Don G
Series 63, Series 65
Louisville, KY
Graeter Wealth Advisors, LLC
Don Graeter is a financial advisor with Graeter Wealth Advisors, LLC in Louisville, KY. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2014, he has been with Graeter Wealth Advisors. In addition to his advisory role, Mr. Graeter teaches as a professor during the spring semester at Bellarmine University. Graeter Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, comprehensive portfolio management, and pension consulting. The firm focuses on continuous account supervision and uses a disciplined investment process centered on asset allocation, regular rebalancing, and both fundamental and technical analysis.
Spencer G
Series 66
Louisville, KY
Graeter Wealth Advisors, LLC
Spencer Graeter is a financial advisor at Graeter Wealth Advisors, LLC in Louisville, KY, with 16 years of industry experience. He holds the Series 66 designation and has been with Graeter Wealth Advisors since 2014. Graeter Wealth Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm offers asset management, comprehensive portfolio management with financial planning, and pension consulting, focusing on asset allocation, regular rebalancing, and both fundamental and technical analysis.
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