Gratke Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides tailored advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, banking and thrift institutions, charitable organizations, and business entities. Core offerings described in the brochure include written financial planning, investment asset management, retirement-plan advisory services, and insurance-related recommendations covering life, health, disability and long-term care.
As a fiduciary, the firm customizes portfolios to clients’ objectives and timelines, issues written financial plans, and conducts reviews at least annually while sharing newsletters and website updates with clients. The firm typically operates on a non-discretionary basis—seeking client approval before executing transactions—and uses a range of strategies from long-term investing to short-term trading, options writing and managed futures.
Noteworthy features in the brochure that distinguish the firm from many peers are its primarily non-discretionary AUM, the advisor’s activity as an insurance agent (which can create additional compensation considerations), and the provision of periodicals/online newsletters plus educational seminars and pension/401(k) consulting for employer plans. The combination of institutional retirement-plan work, regular client-focused publications and insurance-related services is less common among similarly categorized independent advisors.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.80% $5,000,000+: 0.50%
$250.00 per hour for financial planning services
Basic Family Financial Website services at $100 annually; additional services at 0.30% annually
Fee-only: Financial planning services at $250.00 per hour
Main office
1915 NE Stucki Avenue, 4th Floor
Hillsboro OR 97006
Advisors at this office
1
Most active in
Oregon
Also doing business as
David Gratke Investment Advisors, LLC · David Gratke Wealth Advisors, LLC · Gratke Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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