GRATUS WEALTH ADVISORS LLC
Firm details
- Headquarters
- VIRGINIA BEACH, Virginia
- CRD number
- 328641
- Registered since
- December 7, 2023
- Website
- gratuswealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI83.09%
- Individuals10.59%
- Pension & Profit Sharing Plans3.66%
- Charitable Organizations2.42%
- Corporations / Businesses0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Gratus Wealth Advisors LLC is an independent registered investment advisor organized as an LLC and registered with the SEC in 2023. The firm serves both individual & family clients and institutional clients, and offers a mix of fee arrangements including a percentage of assets under management, hourly billing, fixed fees and other fee models. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not classified as a capital allocator; it relies on external managers for alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
3 of 6Chad Williamson
Managing PartnerCRD 6603651
CLINE REASOR
Managing PartnerCRD 4967111
GERALD SULLIVAN
Managing ConsultantCRD 4459583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$656M in ETFs
99%
$652M
0%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $85.5M | 1,218,011 | 13.02% |
Location
VIRGINIA BEACH, VA
VIRGINIA BEACH CITY
Location
VIRGINIA BEACH, VA
Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- VIRGINIA BEACH CITY
- Address
- 192 Ballard Ct
- Time zone
- ET (UTC-5)
- Office locations
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