Styra Wealth Management
RIAState Registered
Total AUM
$346K
Discretionary
$346K
100% of AUM
Avg account
$69.2K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338008
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Styra Wealth Management is an independent, state-registered advisory firm organized as an LLC and based in Arizona. The firm serves individual and family clients and is owned by an individual practitioner. Its client services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is flexible: advisors charge a percentage of assets under management and may also bill on an hourly or fixed-fee basis. Styra does not position itself as a capital allocator or an active ESG investor.
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations