GRATUS WEALTH STRATEGIES LLC

GRATUS WEALTH STRATEGIES LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 330842). Regulatory assets under management: $50.0M.

Registration

• CRD: 330842
• Type: Registered investment adviser
• Location: 3006 BEE CAVES RD., AUSTIN, TX, 78746
• Phone: 6199648558
• Latest filing: 2026-02-20
• Regulatory AUM: $50.0M
• Discretionary AUM: $50.0M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330842 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search