GRATUS WEALTH ADVISORS LLC

CRD 328641File 801-129165

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$822.2M

Above cohort median (national)

Discretionary AUM

$822.2M

Clients

444

1,142 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Dec 7, 2023
Principal office: 192 BALLARD CT, STE 101, VIRGINIA BEACH, VA, 23462
Phone: 757-909-5500
Website: http://www.gratuswealthadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $822.2M
Discretionary AUM: $822.2M
Non-discretionary AUM: $0
Discretionary accounts: 1,142
Non-discretionary accounts: 0
Total accounts: 1,142
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.0M
Charitable organizations	Fewer than 5	$19.9M
High net worth individuals	200	$683.1M
Pension and profit sharing plans	8	$30.1M
Individuals (other than high net worth individuals)	231	$87.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — ANNUAL RETAINER BASED
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.