Sponsor portfolio
GRATUS WEALTH ADVISORS LLC
EIN 87-3640934Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$512K assets
Welfare
0
Participants
6
192 BALLARD COURT, SUITE 101 - VIRGINIA BEACH, VA 23462757-909-5500gratuswealthadvisors.comLinkedIn1-10 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRATUS WEALTH ADVISORS 401(K) PLAN | 401k | $512K | 6 | 2025 |
Retirement plans