Graeter Wealth Advisors

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

401 S 4th St Ste 901, Louisville, Kentuc...

Phone Number

(502) 625-1996

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Graeter Wealth Advisors

Graeter Wealth Advisors, LLC is a Louisville, Kentucky based Independent Registered Investment Advisory firm with clients throughout the United States and in Europe. The firms highly experienced financial team is led by Don, Drew and Spencer Graeter. They combine degrees in law, accounting, economics and business with more than 55 years' experience advising clients regarding financial matters. In its December 2010 issue Bank Investment Consultant magazine ranked the Graeter team as the #6 consulting operation in the nation. Graeter Wealth Advisors, LLC provides comprehensive financial advice and investment management services to both affluent individuals and institutions. Their advisory process is completely objective, highly disciplined and is modeled after that employed by many of the world's leading institutional investors. As a fee-only independent registered investment advisory firm, Graeter Wealth Advisors, LLC is committed to honoring the stringent fiduciary standard of care, puRead more
Popular SearchesGraeter Wealth Advisors LLCGraeter Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Graeter Wealth Advisors Org Chart

PhoneEmail
SG
United States flag for contact location.

Founder & Co-CIO Principal

PhoneEmail
DG
United States flag for contact location.

Founder & Co-CIO Principal

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Graeter Wealth Advisors

<$5M
1-10
Private
-
2014
SG
Spencer GraeterFounder & Co-CIO Principal
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.5M
1-10
Private
-
1980
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2014
JT
James TaylorManaging Member & Financial Advisor
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Graeter Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Graeter Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Graeter Wealth Advisors.

Graeter Wealth Advisors Tech Stack

A closer look at the technologies used by Graeter Wealth Advisors

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Frequently Asked Questions Regarding Graeter Wealth Advisors

What is Graeter Wealth Advisors's official website?
Graeter Wealth Advisors's official website is www.graeterwealth.com
What is Graeter Wealth Advisors's Revenue?
Graeter Wealth Advisors's revenue is <$5 Million
What is Graeter Wealth Advisors's SIC code?
Graeter Wealth Advisors's SIC: 62,628
What is Graeter Wealth Advisors's NAICS code?
Graeter Wealth Advisors's NAICS: 52,523
How many employees does Graeter Wealth Advisors have?
Graeter Wealth Advisors has 1-10 employees
What industry does Graeter Wealth Advisors belong to?
Graeter Wealth Advisors is in the industry of: Finance, Securities Trading
What is Graeter Wealth Advisors competition?
Graeter Wealth Advisors top competitors include: Sterling Total Wealth Solutions, Groundwork Wealth Management, Charleston Financial Advisors, GW Financial
What technology does Graeter Wealth Advisors use?
Some of the popular technologies that Graeter Wealth Advisors uses are: Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact Graeter Wealth Advisors?
Graeter Wealth Advisors contact info: Phone number: (502) 625-1996 Website: www.graeterwealth.com
What does Graeter Wealth Advisors do?

Graeter Wealth Advisors, LLC is a Louisville, Kentucky based Independent Registered Investment Advisory firm with clients throughout the United States and in Europe. The firms highly experienced financial team is led by Don, Drew and Spencer Graeter. They combine degrees in law, accounting, economics and business with more than 55 years' experience... advising clients regarding financial matters. In its December 2010 issue Bank Investment Consultant magazine ranked the Graeter team as the #6 consulting operation in the nation. Graeter Wealth Advisors, LLC provides comprehensive financial advice and investment management services to both affluent individuals and institutions. Their advisory process is completely objective, highly disciplined and is modeled after that employed by many of the world's leading institutional investors. As a fee-only independent registered investment advisory firm, Graeter Wealth Advisors, LLC is committed to honoring the stringent fiduciary standard of care, putting their clients' interests first at all times. Graeter Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Graeter Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Graeter Wealth Advisors, LLC unless a client service agreement is in place.Read More

Is Graeter Wealth Advisors a public company?
Graeter Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Graeter Wealth Advisors

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