Search icon

Graeter Wealth Advisors, LLC

Company Details

Name: Graeter Wealth Advisors, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 27 Feb 2014 (11 years ago)
Organization Date: 27 Feb 2014 (11 years ago)
Last Annual Report: 17 Jun 2024 (7 months ago)
Managed By: Members
Organization Number: 0880557
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40202
Primary County: Jefferson
Principal Office: 401 SOUTH 4TH STREET, SUITE 901, LOUISVILLE, KY 40202
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GRAETER WEALTH ADVISORS, LLC 401(K) PLAN 2020 464943994 2021-09-24 GRAETER WEALTH ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5026251996
Plan sponsor’s address 401 SOUTH 4TH STREET, SUITE 901, LOUISVILLE, KY, 40202
GRAETER WEALTH ADVISORS, LLC 401(K) PLAN 2020 464943994 2021-09-24 GRAETER WEALTH ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5026251996
Plan sponsor’s address 401 SOUTH 4TH STREET, SUITE 901, LOUISVILLE, KY, 40202
GRAETER WEALTH ADVISORS, LLC 401(K) PLAN 2019 464943994 2020-10-15 GRAETER WEALTH ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5026251996
Plan sponsor’s address 401 SOUTH 4TH STREET, SUITE 901, LOUISVILLE, KY, 40202
GRAETER WEALTH ADVISORS, LLC 401(K) PLAN 2018 464943994 2019-10-15 GRAETER WEALTH ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5026251996
Plan sponsor’s address 401 SOUTH 4TH STREET, SUITE 901, LOUISVILLE, KY, 40202
GRAETER WEALTH ADVISORS, LLC 401(K) PLAN 2017 464943994 2018-10-11 GRAETER WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5026251996
Plan sponsor’s address 401 SOUTH 4TH STREET, SUITE 901, LOUISVILLE, KY, 40202

Registered Agent

Name Role
Spencer Graeter Registered Agent

Member

Name Role
Spencer Harris Graeter Member
Drew Joseph Graeter Member

Organizer

Name Role
Gary Matthew Pirner Organizer

Filings

Name File Date
Annual Report 2024-06-17
Annual Report 2023-07-10
Annual Report 2022-06-29
Annual Report 2021-06-22
Annual Report Amendment 2020-07-31
Annual Report 2020-02-13
Annual Report 2019-06-25
Annual Report 2018-06-01
Annual Report 2017-05-16
Annual Report 2016-06-30

Date of last update: 15 Nov 2024

Sources: Kentucky Secretary of State