Home
›
Firms
›
GRATUS WEALTH ADVISORS LLC
GRATUS WEALTH ADVISORS LLC
VIRGINIA BEACH, Virginia
·
4 registered advisors
·
CRD# 328641
SEC# 801-129165
0
757-909-5505
01
Firm Overview
AUM
$591M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ANNUAL RETAINER BASED
03
Specialties
Financial Planning
Investment Management
04
Advisors at GRATUS WEALTH ADVISORS LLC
4 registered advisors
Beth Alisandra Williamson
VIRGINIA BEACH, Virginia
CRD# 7819223
Chad Tyler Williamson
VIRGINIA BEACH, Virginia
CRD# 6603651
Cline Edward Reasor
VIRGINIA BEACH, Virginia
CRD# 4967111
Jennifer Stone Reasor
VIRGINIA BEACH, Virginia
CRD# 7819219
05
Office Locations
VIRGINIA BEACH, Virginia
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. GRATUS WEALTH ADVISORS LLC (CRD# 328641) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.