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 adviser organized as an LLC and registered with the SEC in 2023. Ownership is held by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged on an asset-under-management basis and through hourly, fixed, and other fee arrangements. The firm does not identify as an active ESG investor.
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 5
Chad 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 46Active vs passive
$765M in ETFs
99%
$760M
0%
$4.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $94.2M | 1,243,096 | 12.32% |
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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