Gratke Wealth

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

1915 NE Stucki Ave Fl 4, Beaverton, Oreg...

Phone Number

(503) 972-8987

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Gratke Wealth

Gratke Wealth, LLC is a registered investment adviser based in Oregon, specializing in retirement planning and investment services aimed at helping individuals and families protect and grow their wealth for a simpler retirement. The company offers personalized financial planning advice, including investment management, tax planning, and estate planning, tailored to meet clients' long-term goals. With over twenty-five years of experience, Gratke Wealth focuses on optimizing retirement strategies and providing second opinions on existing financial plans. Their mission is to make retirement planning straightforward and effective, ensuring clients can plan well and retire happy.Explore more
Gratke Wealth's Social MediaPopular SearchesGratke Wealth LLCGratke WealthGratke Wealth | Plan well Retire happyGratkewealthSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gratke Wealth

<$5M
1-10
Private
-
1997
N/A
$5M
1-10
Private
-
2009
WH
Walter HinsonPrincipal & CEO
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Gratke Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gratke Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gratke Wealth.

Gratke Wealth Tech Stack

A closer look at the technologies used by Gratke Wealth

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Frequently Asked Questions Regarding Gratke Wealth

What is Gratke Wealth's official website?
Gratke Wealth's official website is www.gratkewealth.com
What is Gratke Wealth's Revenue?
Gratke Wealth's revenue is <$5 Million
What is Gratke Wealth's SIC code?
Gratke Wealth's SIC: 62,628
What is Gratke Wealth's NAICS code?
Gratke Wealth's NAICS: 52,523
How many employees does Gratke Wealth have?
Gratke Wealth has 1-10 employees
What industry does Gratke Wealth belong to?
Gratke Wealth is in the industry of: Finance, Securities Trading
What is Gratke Wealth competition?
Gratke Wealth top competitors include: Gratke Wealth, OWL Private Wealth Advisors, Murphy Wealth Management, Cadence Financial Management
What technology does Gratke Wealth use?
Some of the popular technologies that Gratke Wealth uses are: Citrix ShareFile, Google Font API, Google Tag Manager, Amazon Web Hosting
How do I contact Gratke Wealth?
Gratke Wealth contact info: Phone number: (503) 972-8987 Website: www.gratkewealth.com
What does Gratke Wealth do?

Gratke Wealth, LLC is a registered investment adviser based in Oregon, specializing in retirement planning and investment services aimed at helping individuals and families protect and grow their wealth for a simpler retirement. The company offers personalized financial planning advice, including investment management, tax planning, and estate plan... ning, tailored to meet clients' long-term goals. With over twenty-five years of experience, Gratke Wealth focuses on optimizing retirement strategies and providing second opinions on existing financial plans. Their mission is to make retirement planning straightforward and effective, ensuring clients can plan well and retire happy.Read More

What are Gratke Wealth social media links?
Gratke Wealth Linkedin page Gratke Wealth Twitter page Gratke Wealth Facebook page
Is Gratke Wealth a public company?
Gratke Wealth is private company therefore does not currently have an official ticker symbol
See more information about Gratke Wealth

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