STRADA WEALTH MANAGEMENT, LLC

Overview

Strada Wealth Management, LLC is a small, independent Registered Investment Adviser organized as an LLC and controlled by an individual owner. The firm focuses on wealthy individuals and families, delivering financial planning, portfolio management for individuals and small businesses, manager selection and educational workshops. It operates as a capital allocator—building client portfolios from pooled public funds and selectively adding third‑party alternative managers where appropriate. Investment implementation tilts heavily toward public funds and mutual funds for core exposures, with discretionary authority over most client assets. The firm complements those core holdings with access to hedge funds, private placements and real estate strategies for clients who need illiquid or uncorrelated return sources. Strada charges on hourly and fixed‑fee bases and does not position itself as an ESG or pension consultant. The firm earned recognition as a Top RIA Firm from FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices