VIRGINIA BEACH, VACRD 328641Latest ADV April 14, 2026
Gratus Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated April 14, 2026, reports $822M in regulatory assets under management, 9 employees, and 1,142 accounts.
Assets Under Management
$822M
Employees
9
Offices
--
Total Clients
444
Primary office
VIRGINIA BEACH, VA
192 BALLARD CT, STE 101, VIRGINIA BEACH, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.0% of total clients.
Top client categories% of clientsClients
1
Individuals
52.0%
231
2
HNWI
45.0%
200
3
Pension Plans
1.8%
8
4
Charitable
0.7%
3
5
Corporations
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$822Mas of April 14, 2026
Discretionary100.0%
$822M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$822M
Total Accounts1,142
10Y AUM Change+$822M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee49:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.