GRATUS WEALTH STRATEGIES LLC

Overview

Gratus Wealth Strategies LLC is a small independent registered investment adviser organized as an LLC that focuses on serving individual and family clients through fee-based portfolio management and financial planning. The firm operates with a discretionary mandate across the client base, favoring equity-oriented portfolios and managing accounts with a hands-on, manager-driven approach rather than acting as a capital allocator. Their business model centers on percentage-of-AUM fees and tailored investment solutions for households and small-business owners rather than institutional or pension consulting work. The adviser is not an active ESG investor and does not present itself as a multisate or related adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices