Gratus Wealth Advisors LLC

Gratus Wealth Advisors LLC (CRD# 328641) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $624,000,000 in 383 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
192 Ballard Ct, Ste 101, Virginia Beach, VA 23462
http://www.gratuswealthadvisors.com
By the Numbers
  • Total Assets Under Management
    624
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $1,629,243
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NH, TN, TX, VA

Financial Advisors at Gratus Wealth Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Barbara Garcia, financial advisor Virginia Beach VA
Barbara Garcia
CRD#: 6380615
192 Ballard Ct, Ste 101, Virginia Beach, VA 23462

Barbara Garcia (CRD# 6380615) is an Investment Advisor Representative working at Gratus Wealth Advisors LLC in Virginia Beach, VA and has over 7 years of experience in the finance industry.

2
Dorothy Mannix, financial advisor Virginia Beach VA
Dorothy P. Mannix
CRD#: 1236184
192 Ballard Ct, Ste 101, Virginia Beach, VA 23462

Dorothy Mannix (CRD# 1236184) is an Investment Advisor Representative working at Gratus Wealth Advisors LLC in Virginia Beach, VA and has over 34 years of experience in the finance industry.

3
Cheri Poston, financial advisor Virginia Beach VA
Cheri D. Poston
CRD#: 4510450
192 Ballard Ct, Ste 101, Virginia Beach, VA 23462

Cheri Poston (CRD# 4510450) is an Investment Advisor Representative working at Gratus Wealth Advisors LLC in Virginia Beach, VA and has over 20 years of experience in the finance industry.

4
Cline Reasor, financial advisor Virginia Beach VA
Cline E. Reasor
CRD#: 4967111
192 Ballard Ct, Ste 101, Virginia Beach, VA 23462

Cline Reasor (CRD# 4967111) is an Investment Advisor Representative working at Gratus Wealth Advisors LLC in Virginia Beach, VA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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