Gratke Wealth, LLC
Gratke Wealth, LLC (CRD# 145983) is a financial advisory firm headquartered in Hillsboro, OR. They manage $20,000,000 in 143 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts143ACCOUNTS
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Average Account Value$139,860
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX
Financial Advisors at Gratke Wealth, LLC
1
David Gratke (CRD# 1451919) is an Investment Advisor Representative working at Gratke Wealth, LLC in Hillsboro, OR and has over 38 years of experience in the finance industry.
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