Manhattan Beach, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Graetz Wealth
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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.
Based on Graetz Wealth
Expertise
Based on Graetz Wealth
Location
Manhattan Beach CA
Advisors at this office
1
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