# Graetz Wealth

Graetz Wealth is a RIA based in Jenison.

## Overview

- **Organization type:** RIA
- **Headquarters:** Jenison
- **Assets under management:** Undisclosed
- **Website:** https://graetzwealth.com

## Regulatory record

- **CRD number:** 317857
- **SEC file number:** 801-129537
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317857

## About

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.

## 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.

### Does Graetz Wealth have an online presence or investment portal?

Graetz Wealth does not maintain a public website, active LinkedIn page, or visible investment portal. Its digital footprint is absent from common business directories and search indexes.

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Last updated: 2026-07-09T01:05:14.888Z

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