A complete list of active advisors currently associated with Gratus Wealth Advisors LLC

Warmer can help you find a great advisor at Gratus Wealth Advisors LLC or one who fits your needs even better.

As of December 31, 2025, Gratus Wealth Advisors manages $822,187,016 in discretionary assets and serves individuals (including high‑net‑worth clients), nonprofit organizations, corporations, and employer‑sponsored retirement plan sponsors. The firm offers asset management, written financial planning and ongoing consulting, and retirement plan advisory services, including assistance with selection and monitoring of plan investment options. Gratus manages individualized, discretionary accounts using fundamental analysis and elements of modern portfolio theory, employing both long‑term and short‑term strategies and conducting portfolio reviews at least quarterly with rebalancing as needed. The firm uses a third‑party platform to facilitate management of held‑away assets (such as defined contribution participant accounts) and generally implements trades through its recommended custodian arrangement with Schwab Advisor Services. Notably, Gratus operates as a wrap fee program sponsor and manages both wrap and non‑wrap accounts, with the brochure explaining that wrap arrangements bundle execution costs and can influence trading incentives. The firm also provides retirement plan fiduciary services as a 3(21)/3(38) advisor and discloses that some associates are registered representatives or licensed insurance agents—relationships it says are disclosed and managed to address potential conflicts of interest.

To learn more about the advisors currently working at Gratus Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.