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STRATA WEALTH ADVISORS, LLC
CRD 285973 · SEC 801-110369
8750 N. CENTRAL EXPRESSWAY, SUITE 1875, DALLAS, TX, 75231, United States
Phone
(214) 420-7020
Fax
(214) 420-7030
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$886.1M
Discretionary AUM
$886.1M
Team
14 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $53.3M |
| High net worth individuals | 151 | $830.7M |
States served
IL, MT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD