Gratke Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,000,000
Clients
40
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$675,000
About
The firm provides tailored advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, banking and thrift institutions, charitable organizations, and business entities. Core offerings described in the brochure include written financial planning, investment asset management, retirement-plan advisory services, and insurance-related recommendations covering life, health, disability and long-term care.
As a fiduciary, the firm customizes portfolios to clients’ objectives and timelines, issues written financial plans, and conducts reviews at least annually while sharing newsletters and website updates with clients. The firm typically operates on a non-discretionary basis—seeking client approval before executing transactions—and uses a range of strategies from long-term investing to short-term trading, options writing and managed futures.
Noteworthy features in the brochure that distinguish the firm from many peers are its primarily non-discretionary AUM, the advisor’s activity as an insurance agent (which can create additional compensation considerations), and the provision of periodicals/online newsletters plus educational seminars and pension/401(k) consulting for employer plans. The combination of institutional retirement-plan work, regular client-focused publications and insurance-related services is less common among similarly categorized independent advisors.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Equity compensation tax strategy
Retirement income strategy
Life insurance needs analysis
Long-term care insurance
Income planning
Fee options
$0 - $250,000: 1.00% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.80% $5,000,000+: 0.50%
$250.00 per hour for financial planning services
Basic Family Financial Website services at $100 annually; additional services at 0.30% annually
Fee-only: Financial planning services at $250.00 per hour
Main office location
Gratke Wealth, LLC
1915 Ne Stucki Avenue, 4 Th Floor
Hillsboro OR 97006, United States
Number of offices
1
Most active in
Gratke Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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