STRAVIDA WEALTH LLC

Overview

Stravida Wealth LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its stated fee arrangements include percentage-of-AUM and fixed fees, and it operates as a capital allocator—meaning it can both build direct portfolios and access third-party managers where appropriate. Investment activity is tilted toward equities. The firm reports a preference for exchange-traded equities as the dominant sleeve in client portfolios, while also using mutual funds for additional exposure and allocating to digital currency through third-party or direct channels. Stravida is not an active ESG investor and does not present as a multi-state adviser; it appears structured to deliver highly personalized, discretionary management to a very small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices