GRATKE WEALTH, LLC

RIASEC Registered

Total AUM

$27M

Discretionary

0% of AUM

Avg account

$675K

Accounts

Employees

Advisory reps

Firm details

Headquarters: HILLSBORO, Oregon
CRD number: 145983
Website: gratkewealth.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI74.07%
Individuals25.93%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gratke Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and combines advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through newsletters and seminars. Fee arrangements include a percentage-of-assets model and hourly charges. The firm is not positioned as a capital allocator, does not describe itself as an active ESG investor, and does not operate as a multi-state adviser.