Graetz Wealth - Investment Advisers

About Graetz Wealth

Graetz Wealth, LLC is an investment adviser headquartered in Jenison, Michigan, and is one of the investment advisers in Michigan in this directory. The firm reports $158.2 million in regulatory assets under management and three employees. It describes itself as an independent registered investment adviser that does not sell products or earn sales commissions on the products it selects for client portfolios. The founder, Brandon Graetz, is an investment adviser representative who began his investment career in 2000 and works mainly with families in West Michigan. Jason Wenk, also an investment adviser representative, manages private client relationships and has a background that includes early work at Morgan Stanley and several fintech ventures, among them the founding of Altruist. Ross Bush is an investment adviser representative, and Kara Binder serves as administrative assistant. The firm's financial planning covers goals such as education, retirement and major life changes, and it suggests reviewing a plan every few years or before a major life transition. The practice is not currently accepting new households. It limits the number of clients it serves in order to maintain service levels and team balance, with exceptions made for referrals from existing clients and other special circumstances. Other investment advisers are listed in the directory of US investment advisers. Note: only two link slots were provided, so the text includes two links rather than the three to five requested.

Key Facts

Assets Under Management

$158.2M

Employees

3

SEC File Number

801-129537