A complete list of active advisors currently associated with Graeter Wealth Advisors, LLC
Warmer can help you find a great advisor at Graeter Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Graeter Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Louisville, KY
| 21
| |
Louisville, KY
| 22
| |
Louisville, KY
| 16
|
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