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GRATUS WEALTH ADVISORS LLC

VIRGINIA BEACH, VA · CRD 328641 · IAPD ↗ · gratuswealthadvisors.com · 757-909-5500

$822.2MRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — GRATUS WEALTH ADVISORS LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
December 2025 — GRATUS WEALTH ADVISORS LLC now reports custody of client assets ($593.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
July 2025 — GRATUS WEALTH ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
January 2025 — GRATUS WEALTH ADVISORS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — GRATUS WEALTH ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
February 2024 — GRATUS WEALTH ADVISORS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.