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| Gratus Wealth Advisors LLC
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| |
|---|---|
| CRD # | 328641 |
| SEC # | 801-129165 |
| CIK # | 0002022161 |
| AUM | $590.6 MM (2024-07-08) |
| Employees | 7 (100% Investors, 57% Brokers) |
| Phone | 757-909-5505 |
| Address | 192 Ballard Ct Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.6 | |
| NVDA | 399,550.0 | 6.5 | |
| MSFT | 1,918,222.4 | 6.3 | |
| GOOG | 1,482,566.4 | 5.0 | |
| MCK | 46,168.4 | 2.9 | |
| PG | 338,108.9 | 2.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 81.3 |
| (b) Individuals (high net worth individuals) | 163 | 495.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 11.1 |
| (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 | 2.3 |
| (n) Other | 9 | 0.8 |
| Total | 952 | 590.6 |
| By Discretionary | ||
| Discretionary | 950 | 590.5 |
| Non-Discretionary | 2 | 0.1 |
| Total | 952 | 590.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 590.6 | |
| Total | 952 | 590.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002022161] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Carderock Capital Management Inc
✚
|
MD | 0.6 |
|
Lorne Steinberg Wealth Management Inc
✚
|
0.6 | |
|
Greenwich Investment Management Inc
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|
CT | 0.6 |
|
Northwest Investment Counselors LLC
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|
OR | 0.6 |
|
Perennial Advisors LLC
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|
NY | 0.6 |
|
Tiller Private Wealth Inc
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|
PA | 0.6 |
|
Opes Wealth Management LLC
✚
|
CA | 0.6 |
|
Belmont Capital LLC
✚
|
CA | 0.6 |
|
Market Street Wealth Management LLC
✚
|
PA | 0.6 |
|
Phillips Capital Advisors Inc
✚
|
OK | 0.6 |