STRATA WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$886,073,285
Discretionary
$886,073,285
Non-discretionary
$0
Firm details
- CRD number
- 285973
- SEC file number
- 801-110369
- Main office
- DALLAS, TX, United States
- Employees
- 14
- SEC status
- Approved
- Website
- HTTP://WWW.STRATAWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.