LOUISVILLE, KYCRD 170046Latest ADV February 13, 2026
Graeter Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated February 13, 2026, reports $105M in regulatory assets under management, 3 employees, and 341 accounts.
Assets Under Management
$105M
Employees
3
Offices
--
Total Clients
85
Primary office
LOUISVILLE, KY
4360 BROWNSBORO ROAD, SUITE 211, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 64.7% of total clients.
Top client categories% of clientsClients
1
Individuals
64.7%
55
2
HNWI
35.3%
30
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of February 13, 2026
Discretionary96.9%
$102M
97% of total RAUM96.9%
Non-discretionary3.1%
$3M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$105M
Total Accounts341
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee28:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.