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Building 2GRATUS WEALTH ADVISORS LLC

Map pinVIRGINIA BEACH, VA
Phone757-909-5500
NotebookSEC #801-129165
Total AUM
$822.2M
Employees
9
Clients
444

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
192 BALLARD CT
STE 101
VIRGINIA BEACH
VA 23462
United States
Operating Hours
8AM-5PM
BY APPOINTMENT ONLY
Phone
757-909-5500

ReceiptFinancials

Total AUM
$822.2M
Accounts
1,142
Discretionary
$822.2M
Accounts
1,142
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
231
AUM
$87.1M
HNW Individual Clients
200
AUM
$683.1M
Pension/Profit Sharing Plan Clients
8
AUM
$30.1M
Charitable Organization Clients
3
AUM
$19.9M
Corporation or Business Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL RETAINER BASED

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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