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GRATUS WEALTH STRATEGIES LLC
CRD 330842
3006 BEE CAVES RD., STE. A-216, AUSTIN, TX, 78746, United States
Phone
6199648558
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.0M
Discretionary AUM
$50.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $10.0M |
| High net worth individuals | 30 | $40.0M |
All web addresses on file
Official SEC filing: View on IAPD