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Gratus Wealth Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,000,000
Clients
40
75% 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
$1,250,000
About
Gratus Wealth Strategies LLC provides wealth management and financial planning services to individuals and high‑net‑worth clients, overseeing about $50 million for roughly 40 client relationships. The firm is fee‑only and charges percentage‑of‑AUM advisory fees, with a stated $500,000 account minimum that reflects a focus on HNW clients rather than non‑high‑net‑worth retail individuals.
The firm’s investment approach combines modern portfolio theory and fundamental analysis to set asset‑allocation targets and build portfolios using a mix of passive and active funds, with discretionary trading authority to implement those strategies. Financial planning is offered at no additional fee on an opt‑in basis, and the adviser may recommend alternative investments or other non‑traditional assets when suitable for a client’s goals and risk tolerance.
A few practices distinguish the firm from many peers: the principal has disclosed outside activity advising a private offering and ownership of a private‑equity holding entity, and the firm discloses paying third‑party solicitors for client referrals. The firm also requires clients to custody assets on an institutional Charles Schwab platform and does not accept proxy‑voting responsibilities, leaving voting and corporate action decisions to clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Private / alternative investments
Fee options
$0 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 1.00% $5,000,000+: 0.70%
Account minimum: $500,000 Fee-only: Fee-only firm, compensated solely by clients; no commissions or sales-related compensation.
Main office location
Gratus Wealth Strategies LLC
3006 Bee Caves Rd., Ste. A 216
Austin TX 78746, United States
Number of offices
1
Most active in
Gratus Wealth Strategies LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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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