GRATUS WEALTH STRATEGIES LLC

RIASEC Registered
Total AUM
$50M
Discretionary
$50M
100% of AUM
Avg account
$556K
Accounts
90
Employees
1
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
330842
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80%
  • Individuals20%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

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

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Non-Exchange Traded Equities 18%, Cash & Cash Equivalents 2%80%
  • Exchange Traded Equities80%
  • Non-Exchange Traded Equities18%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • WYATT GUGGISBERG

    Financial ProfessionalCRD 6224407

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3006 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth