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| Gratus Wealth Advisors LLC
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|---|---|
| CRD # | 328641 |
| SEC # | 801-129165 |
| CIK # | 0002022161 |
| AUM | 822.2 M (2026-05-15) |
| Employees | 9 (67% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 757-909-5500 |
| Address | 192 Ballard Ct Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 11.4 | |
| Alphabet Inc | 10.4 | |
| Apple Inc | 9.8 | |
| Microsoft Corp | 6.0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 5.7 | |
| Marvell Technology Inc | 4.9 | |
| Quanta Services Inc | 3.2 | |
| Amazon Com Inc | 3.1 | |
| Analog Devices Inc | 2.7 | |
| McKesson Corp | 2.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 87.1 |
| (b) Individuals (high net worth individuals) | 200 | 683.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 30.1 |
| (h) Charitable organizations | 3 | 19.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,142 | 822.2 |
| By Discretionary | ||
| Discretionary | 1,142 | 822.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,142 | 822.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 822.2 | |
| Total | 1,142 | 822.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022161] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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