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Graetz Wealth
GRAETZ WEALTH is an SEC-registered investment adviser in Jenison, MI, registered since 2024. The firm manages $158 million in assets, with $150 million on a...
Overview
GRAETZ WEALTH is an SEC-registered investment adviser in Jenison, MI, registered since 2024. The firm manages $158 million in assets, with $150 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
City
Jenison
Frequently asked questions
Who runs investment decisions at Graetz Wealth?
Graetz Wealth has not disclosed the individuals who manage its investment decisions. No named principals appear in public records or the firm's scant online presence. This opacity is typical of small, privacy-oriented single-family offices.
What investment sectors does Graetz Wealth focus on?
Graetz Wealth does not publicly disclose its target sectors. The firm's investment strategy is not available in any known public record, annual filing, or industry database.
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