Gratus Wealth Advisors LLC
● SEC registered since 2023CRD 328641SEC# 801-129165Virginia Beach, VA
Reg. AUM
$822.2M
Employees
9
Accounts
1,142
Location
Virginia Beach, VA
About Gratus Wealth Advisors
Gratus Wealth Advisors builds ongoing client relationships by starting with goals rather than balances and adapting as needs change. It emphasizes knowing each family's past experience, future goals, dynamics, and business objectives.
Summary based on the firm’s website.
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 $822.2 million in regulatory assets under management and employs 9 people.
Gratus Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Tyler Williamson Control | Member, Managing Partner | 25-50% | 2023 |
| Cline Edward Reasor Control | Managing Member, Cco | 50-75% | 2023 |
Frequently asked questions
How much does Gratus Wealth Advisors LLC manage?
Gratus Wealth Advisors LLC reports $822.2 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
| Address | 192 Ballard Ct, Ste 101, Virginia Beach, VA 23462 |
| Phone | 757-909-5500 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$822.2M▲ 19%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$822.2Mregulatory AUM
Discretionary $822.2M