Graeter Wealth Advisors, LLC

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Client assets under management

$101,678,627

Clients

35% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,196,219

About

Graeter Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities with asset management, comprehensive portfolio management that includes financial planning, and pension consulting for employer plan sponsors. The firm emphasizes continuous account supervision and manages portfolios primarily with exchange‑traded funds and mutual funds.

Its investment process centers on asset allocation with regular rebalancing and at least quarterly reviews, and incorporates both fundamental and technical/charting analysis to inform trading and positioning. Clients may place reasonable restrictions on holdings and the firm conducts periodic reviews and off‑cycle reviews in response to market events or client changes.

Noteworthy features include a recent material change reporting that the firm has surpassed $100 million in assets under management and is applying for SEC registration, a transition point for a firm of this size. Graeter Wealth Advisors also requires clients to establish custody with Charles Schwab and provides pension consulting services while acknowledging ERISA Section 3(21) fiduciary responsibilities for those engagements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

Fee options

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% Over $10,000,000+: Negotiable

Main office location

Graeter Wealth Advisors, LLC

4360 Brownsboro Road, Suite 211

Louisville KY 40207, United States

Number of offices

Most active in

Kentucky · Nebraska · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 502-625-1996

Advisors at this firm

Drew G

Series 66

Louisville, KY

Graeter Wealth Advisors, LLC

Drew Graeter is a financial advisor at Graeter Wealth Advisors, LLC in Louisville, KY, with 21 years of industry experience and a Series 66 designation. He has been with Graeter Wealth Advisors since 2014. Graeter Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, comprehensive portfolio management, and pension consulting. The firm focuses on asset allocation with regular rebalancing, using both fundamental and technical analysis, and manages portfolios primarily with exchange-traded funds and mutual funds.

Wealth management

Don G

Series 63, Series 65

Louisville, KY

Graeter Wealth Advisors, LLC

Don Graeter is a financial advisor with Graeter Wealth Advisors, LLC in Louisville, KY. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2014, he has been with Graeter Wealth Advisors. In addition to his advisory role, Mr. Graeter teaches as a professor during the spring semester at Bellarmine University. Graeter Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, comprehensive portfolio management, and pension consulting. The firm focuses on continuous account supervision and uses a disciplined investment process centered on asset allocation, regular rebalancing, and both fundamental and technical analysis.

Wealth management

Spencer G

Series 66

Louisville, KY

Graeter Wealth Advisors, LLC

Spencer Graeter is a financial advisor at Graeter Wealth Advisors, LLC in Louisville, KY, with 16 years of industry experience. He holds the Series 66 designation and has been with Graeter Wealth Advisors since 2014. Graeter Wealth Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm offers asset management, comprehensive portfolio management with financial planning, and pension consulting, focusing on asset allocation, regular rebalancing, and both fundamental and technical analysis.

Wealth management

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