Brandon Michael Graetz
Investment adviser representative at Graetz Wealth
13 yearsExperience
2 statesRegistered in
$158.2MFirm assets
2 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
- Pension consulting
Experience
13 years in the industry.
- Advisor 123 LLCJan 2023 to now
- Graetz WealthJan 2022 to now
- Greatz WealthJan 2022 to now
- Self Employed: Brandon M. GraetzJan 2015 to now
- Altruistic Retirement Planning, LLCOct 2017 to Sep 2019
- Retirement Wealth Advisors, Inc.Oct 2013 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Graetz Wealth
Legal name: Graetz Wealth, LLC
$158.2MAssets managed
321Clients
3Advisers
2 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
- 4187794
- Firm CRD
- 317857