# GRATUS WEALTH STRATEGIES

GRATUS WEALTH STRATEGIES is a RIA based in Austin, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://gratuswealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/gratus-wealth-strategies

## Regulatory record

- **CRD number:** 330842
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330842

## About

Helping Professionals & Business Owners Build Wealth with Personalized, Tax-Efficient Strategies | Retirement & Investme | Gratus Wealth Strategies is a financial advisory firm specializing in retirement planning for individuals and families looking to turn decades of hard work into lasting financial independence. We guide clients through the critical transition from accumulation to distribution, creating personalized retirement income strategies, tax-efficient withdrawal plans, and legacy-focused solutions. Rooted in integrity, education, and gratitude, we’re here to ensure your retirement years are not only secure, but meaningful.

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- [Cottonwood Capital Management](https://altss.com/profile/cottonwood-capital-management-llc)
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Last updated: 2026-07-08T23:52:51.903Z

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