Gratke Wealth, LLC

Gratke Wealth, LLC (CRD# 145983) is a financial advisory firm headquartered in Beaverton, OR. They manage $45,000,000 in 684 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Gratke Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
David C. Gratke
CRD#: 1451919
1915 Nw Amberglen Parkway, Suite 400, Beaverton, OR 97006

David Gratke (CRD# 1451919) is an Investment Advisor Representative working at Gratke Wealth, LLC in Beaverton, OR and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.