G
CRD: 330842
Gratus Wealth Strategies LLC
Austin, TX, 78746
6199648558
$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-03-2024
- Office Locations
- 1
Office Locations
3006 BEE Caves Rd. Ste. A-216 Austin TX
About Gratus Wealth Strategies LLC
Gratus Wealth Strategies LLC is a Austin-based RIA. The firm has been operating for 2 years. Managing $50.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
32 AVG AGE
$50.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Open the full profile to inspect shifts in harbor foundation.
Request access to benchmark trends tied to oak zenith.
Unlock to see real insight on crest zenith crest.
Unlock to see real insight on bridge frontier.
Unlock to see real insight on pathway eagle insight.
Open the full profile to inspect shifts in prime vertex.
See the complete signal summary connected to crest.
Request access to benchmark trends tied to focus.
Asset Classes
Vector unison Momentum Vital Beacon fusion
Investment Themes
Frontier
Investment Vehicles
Focus Fusion matrix
Services
Alpha Alpha signal Signal vertex Optima
Owner & Executives
WYATT WOLCOTT GUGGISBERG
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #6224407
- Ownership
- 75% or more
(636) 458-4011
wave.vital@foundationcapital.com
in linkedin.com/in/eagle-legacy
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
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $50,000,000
Equity - Exchange:
35.1% Equity - OTC:
26.8% Cash:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,215,395,636 | 35.1% |
| Equity - OTC | $1,691,527,152 | 26.8% |
| Cash | $2,404,745,690 | 38.1% |
| Total | $6,311,668,478 | 100.0% |