Jason Wenk
Advisor at Graetz Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Graetz Wealth
Location
Manhattan Beach, CA
Credentials
Series 65, Series 66
Industry experience
15 years
About
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.
Client services
Based on Graetz Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Graetz Wealth
General tax planning
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Tax strategies for small businesses
Fee options
Up to 2.00% annually (maximum annual management fee, negotiable)
Location
Manhattan Beach, CA
Most active in
Jason W has reported serving >5 clients in these states in the last 12 months.
California
Work history
Graetz Wealth, LLC dba Graetz Wealth
2022 - Present (4 years)
Altruist Corp
2018 - Present (8 years)
Retirement Wealth Advisors, LLC
2018 - 2022 (4 years)
FormulaFolio Investments, LLC
2018 - 2020 (2 years)
FormulaFolio Investments, LLC
2011 - 2018 (7 years)
Retirement Wealth Advisors, Inc.
2005 - 2018 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Joo Hong K
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Linda W
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Max P
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Dominic W
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Joseph L
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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