Unclaimed Profile

David Carl Gratke

GRATKE WEALTH, LLC·BEAVERTON, Oregon

Clean recordGRATKE WEALTH, LLC

1500 NW BETHANY BLVD, BEAVERTON, OR 97006CRD# 1451919Firm CRD# 145983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Carl Gratke · BEAVERTON, OR

Registration

CRD #1451919 · GRATKE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Carl Gratke is a registered financial advisor based in BEAVERTON, Oregon, affiliated with GRATKE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GRATKE WEALTH, LLC

AUM

$45M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRATKE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1451919

Firm CRD# 145983

View on FINRA BrokerCheck →

Looking for a financial advisor in BEAVERTON?

Browse all registered financial advisors in BEAVERTON, Oregon or claim this profile if it's yours.

Browse BEAVERTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Carl Gratke offer?

David Carl Gratke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.

What are David Carl Gratke's credentials?

David Carl Gratke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Carl Gratke located?

David Carl Gratke is based in BEAVERTON, Oregon, working with GRATKE WEALTH, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.

How does David Carl Gratke charge for services?

David Carl Gratke's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRATKE WEALTH, LLC?

GRATKE WEALTH, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →