Strata Wealth Advisors, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 285973
- Registered since
- April 21, 2017
- Website
- www.stratawealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.76%
- Individuals6.02%
- Pension & Profit Sharing Plans0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Strata Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC and first registered in 2017. It focuses on serving individuals and families, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting, while also operating as an insurance broker. Its fee model combines percentage-of-assets-under-management billing with fixed fees. The firm does not act as a capital allocator and relies on external managers for alternative exposure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$372M in ETFs
58%
$217M
32%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $62.9M | 1,170,858 | 16.92% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 8750 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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