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Spencer Harris Graeter

Graeter Wealth Advisors, LLC

Louisville, KY

CRD 5392835

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Employer firm

Graeter Wealth Advisors, LLC CRD 170046

$105M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Graeter Wealth Advisors, Llc

4360 Brownsboro Road Suite 211, Louisville, KY 40207 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2014-07-03
  • KY RA
    APPROVED
    Since 2014-07-03

Branch Locations

4360 Brownsboro Road Suite 211, Louisville, KY 40207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Graeter Wealth Advisors, Llc Louisville KY 03/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-07
  • S66 Uniform Combined State Law Examination
    2007-09-07

View on SEC IAPD

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