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STRATA WEALTH ADVISORS, LLC
8750 N. Central Expressway
Suite 1875
Dallas, Texas 75231
Tel: (214) 420-7020
About STRATA WEALTH ADVISORS, LLC
STRATA WEALTH ADVISORS, LLC, formally registered with the SEC as STRATA WEALTH ADVISORS, LLC. The firm was established in 04/21/2017. They have over 11 offices throughout the country.
STRATA WEALTH ADVISORS, LLC is a Dallas, Texas based Financial Planning firm with nearly $795,489,375 assets under management, offering retirement planning & investment advisory services to 1065 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285973 |
| SEC# | 801-110369 |
| Assets Managed by Firm | $795,489,375 |
| No. of Clients | 1065 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1065 | $795,489,375 |
| Individuals (other than high net worth individuals) | 92 | $23,257,041 |
| High net worth individuals | 178 | $770,526,304 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,706,030 |
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