Graetz Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$149,200,000
Clients
316
Advisors
3
across 2 offices
About
Graetz Wealth serves individual clients, including high-net-worth individuals, and provides discretionary portfolio management, complementary financial planning for portfolio clients, and retirement plan consulting to plan sponsors. The firm manages client accounts through qualified custodians and tailors investment strategies to each client’s objectives and risk tolerance.
The firm’s investment approach begins with asset allocation and can combine passive and tactical strategies, using both fundamental and technical analysis to construct and rebalance portfolios. Graetz Wealth also uses third‑party model tools — including model portfolios and buy/sell signals from a model-provider platform — while retaining full discretionary authority to implement trades.
What is distinctive about Graetz Wealth is that its advisers may be licensed insurance agents who can recommend insurance products and receive commissions, a relationship the firm discloses and says it seeks to mitigate through policies and client choice. The firm also discloses operational affiliations: the managing member has an ownership interest in a model‑portfolio service the firm uses, and the firm maintains a close custodial relationship with a broker-dealer that provides technology and economic benefits, all of which are disclosed as potential conflicts of interest.
Client services
Expertise
Fee options
Up to 2.00% annually (maximum annual management fee, negotiable)
Main office
See office501 Baldwin Street, Suite 207
Jenison MI 49428
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Florida · Illinois · Michigan · Texas
Also doing business as
Graetz Wealth · Graetz Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Jason W
Series 65, Series 66
Manhattan Beach, CA
Graetz Wealth
Jason Wenk is a financial advisor at Graetz Wealth with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Graetz Wealth since 2022. Prior to this, he held roles at Altruist Corp, where he serves as CEO overseeing product development, and at Retirement Wealth Advisors, among others. Outside of advising, he is involved in software development as CEO of Altruist Corp and owns interests in family holdings investing in a West Michigan recreation business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines passive index exposures with tactical adjustments and uses both fundamental and technical analysis as part of its investment process.
Ross B
Series 63, Series 66
Jenison, MI
Graetz Wealth
Ross Bush is a financial advisor at Graetz Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Brookstone Wealth Advisors, LLC, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, he is an owner of an insurance sales business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive index exposures and tactical adjustments in its investment process and employs model portfolios while maintaining ongoing monitoring responsibilities.
Brandon G
Series 63, Series 65
Jenison, MI
Graetz Wealth
Brandon Graetz is a financial advisor at Graetz Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Retirement Wealth Advisors, Inc., and Altruistic Retirement Planning, LLC. In addition to his advisory role, he serves as treasurer for two local community organizations in Rockford, Michigan. Graetz Wealth serves individual clients, including high-net-worth individuals, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a combination of passive and tactical investment strategies, employing both fundamental and technical analysis, and incorporates third-party model tools while maintaining full discretionary trading authority.
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