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Gratus Wealth Advisors LLC

● SEC registered since 2023CRD 328641SEC# 801-129165Virginia Beach, VA
Export (members)
Reg. AUM
$690.7M
Employees
9
Accounts
1,060
Location
Virginia Beach, VA

Gratus Wealth Advisors LLC assets under management

Gratus Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Virginia Beach, VA. The firm has been registered since 2023. It reports $690.7 million in regulatory assets under management and employs 9 people.
www.gratuswealthadvisors.comView on SEC.gov ↗

Gratus Wealth Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Chad Tyler Williamson ControlOwner10-25%2023
Cline Edward Reasor ControlOwner And CcoOver 75%2023

Frequently asked questions

How much does Gratus Wealth Advisors LLC manage?

Gratus Wealth Advisors LLC reports $690.7 million in regulatory assets under management on its Form ADV.

How many employees does Gratus Wealth Advisors LLC have?

Gratus Wealth Advisors LLC reports 9 employees.

Where is Gratus Wealth Advisors LLC located?

Gratus Wealth Advisors LLC is based in Virginia Beach, VA and has been SEC-registered since 2023.

Does Gratus Wealth Advisors LLC disclose fund performance?

Gratus Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address192 Ballard Ct, Ste 101, Virginia Beach, VA 23462
Phone757-909-5500
Office hours8a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$690.7M
Non-discretionary$0
Total (RAUM)$690.7M