← Back to searchVisit website
GRATKE WEALTH, LLC
CRD 145983 · SEC 801-68835
1915 NE STUCKI AVENUE, 4TH FLOOR, HILLSBORO, OR, 97006, United States
Phone
888-970-8987
Fax
888-414-8957
Registration
— (—)
Source
State registered
Total AUM
$27.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $7.0M |
| High net worth individuals | 20 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD