RIA Intel›Advisers›Texas›GRATUS WEALTH STRATEGIES LLC

GRATUS WEALTH STRATEGIES LLC

Advisory

AUSTIN, TX

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in TX

#1,751

of 2,813 advisers by AUM

Average account

$556K

across 90 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

40 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

INVERHOUSE, INC.

$50M

$50M

CONTINUUM FINANCIAL, LLC

$50M

CORNERSTONE FINANCIAL SERVICES, INC.

$50M

LEGACY WEALTH ADVISORS, INC.

$50M

TITAN WEALTH MANAGEMENT, LLC

$50M

Get the full picture on GRATUS WEALTH STRATEGIES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GRATUS WEALTH STRATEGIES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans