Drew Joseph Graeter
Investment adviser representative at Graeter Wealth Advisors, LLC
12 yearsExperience
2 statesRegistered in
$104.9MFirm assets
Under 1 yearFirm 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
- Pension consulting
Experience
12 years in the industry.
- Graeter Wealth Advisors, LLCMar 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Graeter Wealth Advisors, LLC
$104.9MAssets managed
85Clients
3Advisers
Under 1 yearIn 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
- 4139416
- Firm CRD
- 170046