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).
-
Total Assets Under Management795MILLION
-
Total Number of Accounts1,065ACCOUNTS
-
Average Account Value$746,938
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, IL, LA, OK, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.