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Managing Member · Graeter Wealth Advisors, LLC

Drew J. Graeter

CRD 4139416 · Named on Form ADV at one SEC-registered adviser

At a glance

Graeter Wealth Advisors, LLC, an SEC-registered wealth manager based in Louisville, KY with $105 million in regulatory assets, lists Drew J. Graeter on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Drew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Spencer H. GraeterManaging Member and Chief Compliance Officer, Graeter Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Drew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.