Steven M Bartz
Investment adviser representative at Graybill Wealth Management, Ltd.
30 yearsExperience
2 statesRegistered in
$525.8MFirm assets
57 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Graybill Wealth Management, Ltd.Feb 2004 to now
- Graybill, Bartz & Associates, Ltd.Nov 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Graybill Wealth Management, Ltd.
$525.8MAssets managed
269Clients
1Advisers
57 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3007487
- Firm CRD
- 112046