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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GRATUS WEALTH ADVISORS LLC

CRD 328641

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:05cb7c02-24d6-cb13-30ec-e81cdc229b5f

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 0
Observed: Nov 3, 2023 to Jul 14, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $822MItem 5.F on the latest filing (2026-07-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $822M
Private client RAUM: $770MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $164Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,142
Individual clients: 231
High net worth clients: 200
Custody, client assets: $312M
SEC number: 801-129165
CRD: 328641
Filings on the tape: 20
First filed: Nov 3, 2023
Latest filed: Jul 14, 2026
Organised: Limited Liability Company, VA
Website: gratuswealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GERALD LONG SULLIVAN	n/a	VIRGINIA BEACH, VA	2	40	2	no
CLINE EDWARD REASOR	Certified Financial Planner	VIRGINIA BEACH, VA	2	21	6	yes
Chad Tyler Williamson	Certified Financial Planner	VIRGINIA BEACH, VA	2	10	4	no
DOROTHY PRATT MANNIX	n/a	VIRGINIA BEACH, VA	2	37	6	yes
CHERI DENNY POSTON	Certified Financial Planner	VIRGINIA BEACH, VA	2	23	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
REASOR, CLINE, EDWARD	OWNER AND CCO	E	yes	11/2023	Nov 28, 2023	Dec 5, 2024
Williamson, Chad, Tyler	Owner	B	no	11/2023	Nov 28, 2023	Dec 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 14, 2026	$822M	$822M	9	6	n/a	n/a
2024	Mar 26, 2025	$691M	$691M	9	6	n/a	n/a
2023	May 1, 2024	$591M	$590M	7	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$822M	$691M	19.0%	n/a	n/a	9	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEWEDGE ADVISORS	2	Feb 1, 2024	Jan 23, 2024	NEW ORLEANS, LA	Team lift out	Ibd to new firm	0.6%
NEWEDGE ADVISORS	2	Feb 1, 2024	Jan 23, 2024	VIRGINIA BEAH, VA	Team lift out	Ibd to new firm	0.6%

Relationships

Registered with (5)

← DOROTHY PRATT MANNIXAdvisorregistration: current employment
Jan 23, 2024 to presentfactForm ADV
← CHERI DENNY POSTONAdvisorregistration: current employment
Jan 23, 2024 to presentfactForm ADV
← Chad Tyler WilliamsonAdvisorregistration: current employment
Jan 18, 2024 to presentfactForm ADV
← CLINE EDWARD REASORAdvisorregistration: current employment
Jan 11, 2024 to presentfactForm ADV
← GERALD LONG SULLIVANAdvisorregistration: current employment
Dec 12, 2023 to presentfactForm ADV

Controls (1)

← REASOR, CLINE, EDWARDOwnerOWNER AND CCO, ownership code E, individual
Nov 28, 2023 to Dec 5, 2024factForm ADV

Owns (1)

← Williamson, Chad, TylerOwnerOWNER, ownership code B, individual
Nov 28, 2023 to Dec 5, 2024factForm ADV

Moved with (1)

← NEWEDGE ADVISORSRegistered adviser3 advisors, team lift out
Feb 1, 2024 to Jan 23, 2024factForm ADV

Dated events

Occurred
Feb 1, 2024
Team lift-out
2 advisors left Newedge Advisors (New Orleans, LA) for Gratus Wealth Advisors LLC within 4 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 1, 2024
Team lift-out
3 advisors left Newedge Advisors (Virginia Beach, VA) for Gratus Wealth Advisors LLC within 4 days
Form ADVobserved 5 days ago
3 advisors
Occurred
Nov 28, 2023
Control person left
Stone Jennifer Reasor (Owner And Cco) no longer on Schedule A of Gratus Wealth Advisors Llc (listed 2023-11-03, absent 2023-11-28)
Form ADVobserved 6 days ago
Occurred
Nov 28, 2023
Control person left
Alisandra Beth Williamson (Owner) no longer on Schedule A of Gratus Wealth Advisors Llc (listed 2023-11-03, absent 2023-11-28)
Form ADVobserved 6 days ago
Occurred
Nov 28, 2023
Control person joined
Edward Cline Reasor (Owner And Cco) appeared on Schedule A of Gratus Wealth Advisors Llc
Form ADVobserved 6 days ago
Occurred
Nov 3, 2023
First Form ADV filing
J & A Financial Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05cb7c02-24d6-cb13-30ec-e81cdc229b5f
First observed: Nov 3, 2023
Last observed: Jul 14, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GRATUS WEALTH ADVISORS LLC

CRD 328641

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:05cb7c02-24d6-cb13-30ec-e81cdc229b5f

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GERALD LONG SULLIVAN

n/a

VIRGINIA BEACH, VA

CLINE EDWARD REASOR

Certified Financial Planner

VIRGINIA BEACH, VA

yes

Chad Tyler Williamson

Certified Financial Planner

VIRGINIA BEACH, VA

DOROTHY PRATT MANNIX

n/a

VIRGINIA BEACH, VA

yes

CHERI DENNY POSTON

Certified Financial Planner

VIRGINIA BEACH, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

REASOR, CLINE, EDWARD

OWNER AND CCO

yes

11/2023

Nov 28, 2023

Dec 5, 2024

Williamson, Chad, Tyler

Owner

11/2023

Nov 28, 2023

Dec 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$822M

n/a

2024

Mar 26, 2025

$691M

n/a

2023

May 1, 2024

$591M

$590M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$822M

$691M

19.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEWEDGE ADVISORS

Feb 1, 2024

Jan 23, 2024

NEW ORLEANS, LA

Team lift out

Ibd to new firm

0.6%

NEWEDGE ADVISORS

Feb 1, 2024

Jan 23, 2024

VIRGINIA BEAH, VA

Team lift out

Ibd to new firm

0.6%