$27.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- Foundation atlasValue +more
- Established Date
- 03-11-2008
- Office Locations
- 1
Office Locations
1915 NE Stucki Avenue 4TH Floor Hillsboro OR
About Gratke Wealth, LLC
Gratke Wealth is an Oregon-based advisory firm focused on retirement planning for individuals and families, pairing active financial planning with ongoing portfolio management. The firm provides second-opinion plan reviews and guidance across tax, estate, and insurance needs. Portfolios emphasize ETFs and U.S. government/agency bonds, and the practice works on platforms including Altruist and Pershing.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$675.0K AVG AUM / CLIENT
18.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Upgrade to reveal position-level detail across element capital.
Request access to benchmark trends tied to bridge pathway.
Upgrade to reveal position-level detail across horizon unison.
Unlock to see real insight on horizon signal.
Request access to benchmark trends tied to fusion delta.
Unlock to compare peer behavior around beacon signal.
Upgrade to reveal position-level detail across zenith legacy.
Premium access reveals conviction themes in value ember.
Asset Classes
Quantum
Custodian
Beacon pioneer Signal pioneer Glacier quantum
Investment Themes
Radial North
Investment Vehicles
Foundation
Services
Beacon Capital Timber crest Prime Focus Pathway
Technology
Fusion frontier Unison summit Horizon wave
Owner & Executives
DAVID CARL GRATKE
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1451919
- Ownership
- 75% or more
(344) 780-7087
zenith.ember@northcapital.com
in linkedin.com/in/momentum-signal
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,000,000 | $257,143 |
| Total | $27,000,000 | $257,143 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $27,000,000
U.S. Government/Agency:
37.5% Equity - Exchange:
32.4% Cash:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,330,058,286 | 37.5% |
| Equity - Exchange | $1,149,170,359 | 32.4% |
| Cash | $1,067,593,451 | 30.1% |
| Total | $3,546,822,096 | 100.0% |