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GRATUS WEALTH ADVISORS LLC
CRD 328641 · SEC 801-129165
192 BALLARD CT, STE 101, VIRGINIA BEACH, VA, 23462, United States
Phone
757-909-5500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$822.2M
Discretionary AUM
$822.2M
Team
9 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; ANNUAL RETAINER BASED
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $87.1M |
| High net worth individuals | 200 | $683.1M |
| Pension/profit sharing plans | 8 | $30.1M |
| Charitable organizations | 3 | $19.9M |
| Corporations/business entities | 2 | $2.0M |
States served
NY, NC, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD