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
By the Numbers
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Total Assets Under Management795MILLION
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Total Number of Accounts1,065ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, IL, LA, OK, TX
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