Gratus Wealth Advisors LLC

RIASEC Registered

Total AUM

$822M

Discretionary

$822M

100% of AUM

Avg account

$720K

Accounts

1,142

Employees

9

Advisory reps

6

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

FINTRX

Overview

Gratus Wealth Advisors LLC is an independent, individually owned registered investment adviser that began SEC registration in 2023. The firm serves both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fees are charged through a mix of percentage-of-assets, hourly arrangements, fixed fees and other structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds80%
Exchange Traded Equities17%
Cash & Cash Equivalents3%
Investment Grade Corp Bonds1%

Contacts

3 of 6

Lori Tamayo
Associate Wealth AdvisorCRD 5126201
Gerald Sullivan
Managing ConsultantCRD 4459583
Cheri Poston
Financial AdvisorCRD 4510450

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 46

Active vs passive

$765M in ETFs

Passive

99%

$760M

Active

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%

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Primary office

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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