# Gratus Wealth Advisors

Gratus Wealth Advisors is a Bank / Wealth / Trust based in Virginia Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Virginia Beach, United States
- **Region:** North America
- **Address:** Virginia Beach, VA, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** gratuswealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/gratus-wealth-advisors

## Regulatory record

- **CRD number:** 328641
- **SEC file number:** 801-129165
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328641

## About

Gratus Wealth Advisors was established in 2023 as a Virginia-based registered investment adviser. The firm operates from Virginia Beach, serving a client base that includes individuals, high-net-worth families, nonprofit organizations, and corporate entities. Its formation aligns with a broader industry trend toward independent, fiduciary-driven advisory models. The firm's service model spans portfolio management, financial planning, and risk management. Gratus deploys capital across conventional asset classes appropriate for private-client wealth management, though specific mandates, manager selection, and portfolio construction details are not publicly documented. The adviser's regulatory filings indicate a multi-client advisory practice rather than a single-family or institutional concentration. Operational scale and team composition are not publicly disclosed as of mid-2026. The firm maintains a single office in Virginia Beach and has not announced additional locations, adjacent vehicles, philanthropic structures, or club affiliations. Client acquisition and growth trajectory remain private. Gratus Wealth Advisors enters a competitive market for fiduciary wealth management at a time of generational wealth transfer. The firm's structural differentiator lies in its new-establishment posture — unburdened by legacy systems or broker-dealer conflicts — though the absence of public performance data or named leadership limits external assessment of execution.

## Questions

### What services does Gratus Wealth Advisors provide?

The firm offers portfolio management, financial planning, and risk management services. These are typical of a private-client wealth management practice, though specific investment strategies, manager selection criteria, and asset allocation frameworks are not publicly detailed.

### Who founded Gratus Wealth Advisors and who leads investment decisions?

Leadership and founder information is not publicly available as of mid-2026. The firm has not disclosed named principals, investment committee composition, or key decision-makers through its website, regulatory filings, or public communications.

### Where is Gratus Wealth Advisors based and in which jurisdictions does it operate?

The firm is headquartered in Virginia Beach, Virginia, and is registered to serve clients within the United States. No additional offices or multi-state registration details have been publicly disclosed.

### Does Gratus Wealth Advisors disclose its assets under management?

No. Gratus Wealth Advisors has not publicly disclosed assets under management, client count, or deployment figures. Absent a publicly filed Form ADV Part 2 or voluntary disclosure, its scale remains undetermined.

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Last updated: 2026-06-03T20:00:00.000Z

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