Styra Wealth Management
RIASEC 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, individually owned limited liability company that provides advisory services to individual and family clients. The firm offers a mix of financial planning and portfolio management for individuals and small businesses, and lists pension consulting among its advisory activities. Its fee model includes a percentage-of-assets component alongside hourly and fixed-fee arrangements. Styra does not present itself as a capital allocator to external managers and is not marked as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1
Jacob Molina
Owner & CCOCRD 8066885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations