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Graeter Wealth Advisors, LLC

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Company Details

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

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

Form 5500 Series

Employer Identification Number (EIN):
464943994
Plan Year:
2020
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
3
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
51252.50
Total Face Value Of Loan:
51252.50

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$51,252.5
Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$51,252.5
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$51,951.53
Servicing Lender:
Fifth Third Bank
Use of Proceeds:
Payroll: $51,252.5

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Financial Incentive

Program Program Status Average Hourly Wage Project Cost Incentive Amount Initial Jobs New Jobs Date of Action Approval Type
KSBTC - Kentucky Small Business Tax Credit Inactive 18.27 $6,623 $3,500 0 1 2016-01-28 Final

Sources: Kentucky Secretary of State