DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner13 years in industry

WYATT WOLCOTT GUGGISBERG

Advisor at GRATUS WEALTH STRATEGIES LLC

AUSTIN, TX

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:ee5d6d33-07c9-4cb2-02c4-d32112054ad8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Aug 13, 2014 to Sep 14, 2026

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

Current firm: GRATUS WEALTH STRATEGIES LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 12, 2014
First registration: Aug 13, 2014
Dual registered: no
Other names: WYATT GUGGISBERG
IAPD individual key: 6224407

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GRATUS WEALTH STRATEGIES LLC	State registered	May 3, 2024	n/a	yes	AUSTIN, TX	Current employment
VERUM WEALTH ADVISORS LLC	n/a	Aug 11, 2023	Oct 18, 2024	no	AUSTIN, TX	Previous registration
REMBRANDT FINANCIAL GROUP LLC	Former SEC adviser	Mar 15, 2022	Jul 10, 2023	no	AUSTIN, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 5, 2019	Aug 12, 2022	no	AUSTIN, TX\|Wilmington, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 13, 2014	Sep 13, 2017	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERUM WEALTH ADVISORS LLC	GRATUS WEALTH STRATEGIES LLC	Oct 18, 2024	May 3, 2024	-168	Firm change after gap	Other
REMBRANDT FINANCIAL GROUP LLC	VERUM WEALTH ADVISORS LLC	Jul 10, 2023	Aug 11, 2023	32	Firm change	Other
LPL FINANCIAL LLC	REMBRANDT FINANCIAL GROUP LLC	Aug 12, 2022	Mar 15, 2022	-150	Firm change after gap	RIA to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Sep 13, 2017	Feb 5, 2019	510	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (5)

→ GRATUS WEALTH STRATEGIES LLCRegistered adviserregistration: current employment
May 3, 2024 to presentfactForm ADV
→ VERUM WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Aug 11, 2023 to Oct 18, 2024factForm ADV
→ REMBRANDT FINANCIAL GROUP LLCRegistered adviserregistration: previous registration
Mar 15, 2022 to Jul 10, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 5, 2019 to Aug 12, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 13, 2014 to Sep 13, 2017factForm ADV

Dated events

Occurred
Oct 18, 2024
Advisor changed firm
Wyatt Wolcott Guggisberg left Verum Wealth Advisors Llc for Gratus Wealth Strategies Llc (registered 2024-05-03)
Form ADVobserved 6 days ago
Occurred
Jul 10, 2023
Advisor changed firm
Wyatt Wolcott Guggisberg left Rembrandt Financial Group Llc for Verum Wealth Advisors Llc (registered 2023-08-11)
Form ADVobserved 6 days ago
Occurred
Aug 12, 2022
Advisor changed firm
Wyatt Wolcott Guggisberg left Lpl Financial Llc for Rembrandt Financial Group Llc (registered 2022-03-15)
Form ADVobserved 6 days ago