# Gratus Wealth Strategies LLC

> Gratus Wealth Strategies LLC is a state-registered investment advisory firm in Austin, TX, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 330842
- Filed as: GRATUS WEALTH STRATEGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330842
- AdvisorCensus page: https://advisorcensus.com/firm/gratus-wealth-strategies-llc-austin-tx-330842

## Quick answers

**How is Gratus Wealth Strategies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gratus Wealth Strategies LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Gratus Wealth Strategies LLC located?**
Gratus Wealth Strategies LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Gratus Wealth Strategies LLC registered with the SEC or a state?**
Gratus Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330842.

**How much does Gratus Wealth Strategies LLC manage?**
Gratus Wealth Strategies LLC reports $50,000,000 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**What types of clients does Gratus Wealth Strategies LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (10).

**Does Gratus Wealth Strategies 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/330842

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,000,000
- Discretionary: $50,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $10,000,000 |
| High net worth individuals | 30 | $40,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @gratus-wealth-strategies

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gratus Wealth Strategies LLC (CRD 330842): Form ADV filing data as of October 2026.