Strada Wealth Management, LLC

Overview

Strada Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides fee-based financial planning and portfolio management, primarily at hourly or fixed fees. Core advisory activities include financial planning, portfolio management for individuals and small businesses, selecting third‑party advisers, and delivering educational seminars and workshops. Strada does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser. The firm was recognized by FA Magazine as a Top RIA Firms recipient in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives