GRAETER WEALTH ADVISORS, LLC

Overview

Graeter Wealth Advisors, LLC is an independent registered investment advisor that serves individual and family clients with fee-based wealth management. The firm emphasizes equity-oriented portfolios, using exchange-traded equities and ETFs as the primary building blocks for client accounts. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; however, the firm is not listed as a pension consultant in regulatory fields. Graeter Wealth Advisors is owner-operated (individual ownership) and reports it does not pursue active ESG investing and is not positioned as a capital allocator to external private managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices