# Gratke Wealth

Gratke Wealth is a RIA based in Hillsboro, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Hillsboro, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://gratkewealth.com

## Regulatory record

- **CRD number:** 145983
- **SEC file number:** 801-68835
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145983

## About

Gratke Wealth helps individuals move from success to significance with active financial planning advice and management. The firm provides retirement planning and investment services to help clients and their families protect and grow wealth. They work with investors on portfolio review and financial goals, balancing active and passive strategies for optimized retirement planning.

## People

- David Gratke — Founder of Gratke Wealth

## Questions

### Does Gratke Wealth participate in fund commitments or only direct deals?

There is no public information on Gratke Wealth's investment mandate or deal activity. Typical single family offices of this profile often allocate across fund commitments and direct co-investments, but no specific transactions, fund participations, or direct deals have been publicly linked to the firm.

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- [Kerwin Asset Management](https://altss.com/profile/kerwin-asset-management-llc)
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Last updated: 2026-08-11T15:06:57.816Z

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