Strata Wealth Advisors, LLC

Strata Wealth Advisors, LLC (CRD# 285973) is a financial advisory firm headquartered in Dallas, TX. They manage $795,489,375 in 1,065 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231
http://www.stratawealth.com
By the Numbers
  • Total Assets Under Management
    795
    MILLION
  • Total Number of Accounts
    1,065
    ACCOUNTS
  • Average Account Value
    $746,938
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, IL, LA, OK, TX

Financial Advisors at Strata Wealth Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Daniel Becker, financial advisor Dallas TX
Daniel W. Becker
CRD#: 6187447
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Daniel Becker (CRD# 6187447) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 10 years of experience in the finance industry.

2
Brandon Cumba, financial advisor Dallas TX
Brandon K. Cumba
CRD#: 6147073
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Brandon Cumba (CRD# 6147073) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

3
Edward Meziere, financial advisor Dallas TX
Edward R. Meziere
CRD#: 2196996
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Edward Meziere (CRD# 2196996) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

4
Kenneth Painter, financial advisor Dallas TX
Kenneth R. Painter
CRD#: 4362164
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Kenneth Painter (CRD# 4362164) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 22 years of experience in the finance industry.

5
Vyoma Patel, financial advisor Dallas TX
Vyoma V. Patel
CRD#: 5732264
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Vyoma Patel (CRD# 5732264) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 8 years of experience in the finance industry.

6
Dusty Wallace, financial advisor Dallas TX
Dusty D. Wallace
CRD#: 4905581
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Dusty Wallace (CRD# 4905581) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 19 years of experience in the finance industry.

7
Mark Whidby, financial advisor Dallas TX
Mark W. Whidby
CRD#: 2283428
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Mark Whidby (CRD# 2283428) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

8
Micah Adams, financial advisor Dallas TX
Micah T. Adams
CRD#: 6748714
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Micah Adams (CRD# 6748714) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

9
Abigail Davis, financial advisor Dallas TX
Abigail O. Davis
CRD#: 6668291
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Abigail Davis (CRD# 6668291) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

10
Benjamin Philips, financial advisor Dallas TX
Benjamin R. Philips
CRD#: 7276205
8750 N. Central Expressway, Suite 1875, Dallas, TX 75231

Benjamin Philips (CRD# 7276205) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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