Graetz Wealth
Firm details
- Headquarters
- Jenison, Michigan
- CRD number
- 317857
- Registered since
- February 26, 2024
- Website
- www.graetzwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.44%
- Individuals43.87%
- Pension & Profit Sharing Plans5.37%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Graetz Wealth is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm operates as a capital allocator for both individual/family and institutional clients and is paid on a percentage-of-AUM basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of sub‑advisers. The firm does not position itself as an ESG‑focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Other7%
- Cash & Cash Equivalents6%
Contacts
3 of 3
Jason Wenk
Investment Advisor RepresentativeCRD 4310095
Ross Bush
Investment Adviser RepresentativeCRD 2671778
Brandon Graetz
FounderCRD 4187794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$150M in ETFs
97%
$145M
0%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $11.8M | 17,237 | 7.90% |
Location
Jenison, MI
Ottawa
Location
Jenison, MI
Headquartered in Jenison, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Ottawa
- Address
- 501 Baldwin St
- Time zone
- ET (UTC-5)
- Office locations
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