# Gratke Wealth, LLC

> Gratke Wealth, LLC is a state-registered investment advisory firm in Hillsboro, OR, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 145983
- Filed as: GRATKE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hillsboro, OR
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145983
- AdvisorCensus page: https://advisorcensus.com/firm/gratke-wealth-llc-hillsboro-or-145983

## Quick answers

**How is Gratke Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gratke Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gratke Wealth, LLC located?**
Gratke Wealth, LLC's principal office is in Hillsboro, OR, according to its Form ADV.

**Is Gratke Wealth, LLC registered with the SEC or a state?**
Gratke Wealth, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 145983.

**How much does Gratke Wealth, LLC manage?**
Gratke Wealth, LLC reports $27,000,000 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (0% discretionary).

**What types of clients does Gratke Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (20).

**Does Gratke Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145983

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $27,000,000
- Discretionary: $0
- Non-discretionary: $27,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $7,000,000 |
| High net worth individuals | 20 | $20,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gratkewealth.com
- LinkedIn @DAVIDGRATKE
- X @GRATKEWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gratke Wealth, LLC (CRD 145983): Form ADV filing data as of October 2026.