Single Family OfficeRIA · CRD 170046SEC-Registered

Updated:

Graeter Wealth Advisors

Graeter Wealth Advisors manages the intergenerational capital of the Graeter's Ice Cream family, a fifth-generation Cincinnati enterprise founded in 1870.

Graeter Wealth Advisors

GRAETER WEALTH ADVISORS, LLC is an SEC-registered investment adviser in LOUISVILLE, KY, registered since 2026. The firm manages $105 million in assets, $102 million on a discretionary basis. It employs 3 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Louisville

Corporate office

Cincinnati, OH, United States

Sector focus

Consumer GoodsReal EstatePrivate Equity

Frequently asked questions

What is Graeter Wealth Advisors?

Graeter Wealth Advisors is a single family office headquartered in Louisville, United States.

Where is Graeter Wealth Advisors headquartered?

Graeter Wealth Advisors is headquartered in Louisville, United States, in the North America region.

What is Graeter Wealth Advisors's assets under management?

Graeter Wealth Advisors reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Graeter Wealth Advisors?

Altss maintains an OSINT-verified profile of Graeter Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Graeter Wealth Advisors?

Graeter Wealth Advisors is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Graeter Wealth Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Graeter Wealth Advisors's Altss profile last updated?

Graeter Wealth Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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