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.

Gratus Wealth Advisors, with six advisors, provides asset management, financial planning, and retirement plan consulting to individuals (including high-net-worth clients), non-profits, and business entities. The firm states it manages client accounts on a discretionary basis—reporting approximately $822.2 million in discretionary assets—and uses a third‑party platform to facilitate and review held‑away retirement plan participant accounts. Its investment process combines fundamental analysis and modern portfolio theory, applying both long‑ and short‑term strategies and periodic rebalancing with at least quarterly account reviews. Gratus typically implements trades on a discretionary basis, accepts reasonable client‑imposed investment restrictions, and recommends custody and execution through a major institutional custodian while using the custodian’s institutional tools and research. Distinctive practices include operating a wrap fee program (described in Part 2A, Appendix 1) in which advisory fees are bundled with trade execution costs—an arrangement the brochure notes can create an incentive to limit trading activity. The firm also accepts trustee appointments (creating custody relationships subject to surprise examination) and discloses that some associated persons are registered representatives and licensed insurance agents, which the firm identifies as potential conflicts of interest it seeks to manage.

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.