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| Happy Holidays!! thanks for using AUM13F!! |
| Gratus Wealth Advisors LLC
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| CRD # | 328641 |
| SEC # | 801-129165 |
| CIK # | 0002022161 |
| AUM | $690.7 M (2025-06-23) |
| Employees | 9 (67% Investors, 44% Brokers) |
| Phone | 757-909-5505 |
| Address | 192 Ballard Ct Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 8.7 | |
| Microsoft Corp | 7.7 | |
| Apple Inc | 7.4 | |
| Alphabet Inc | 5.7 | |
| Amazon Com Inc | 3.0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.9 | |
| McKesson Corp | 2.6 | |
| Amerisourcebergen Corp | 2.6 | |
| Dominion Resources Inc /VA/ | 2.2 | |
| Procter & Gamble Co | 2.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 87.2 |
| (b) Individuals (high net worth individuals) | 186 | 584.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 15.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,060 | 690.7 |
| By Discretionary | ||
| Discretionary | 1,060 | 690.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,060 | 690.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 690.7 | |
| Total | 1,060 | 690.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022161] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Edge Capital LLC
✚
|
VA | 0.7 |
|
Keystone Wealth Services LLC
✚
|
CA | 0.7 |
|
RMG Wealth Management LLC
✚
|
WI | 0.7 |
|
Lipe & Dalton Inc
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|
NY | 0.7 |
|
Parisi Gray Wealth Management LLC
✚
|
NJ | 0.7 |
|
Peterson Wealth Advisors LLC
✚
|
UT | 0.7 |
|
Amerant Investments Inc
✚
|
FL | 0.7 |
|
Atlas Private Wealth Advisors LLC
✚
|
NJ | 0.7 |
|
Uptick Partners LLC
✚
|
TX | 0.7 |
|
Arcadia Investment Management Corp
✚
|
MI | 0.7 |