← Back to searchVisit website
STRAVA FINANCIAL, LLC
CRD 304263 · SEC 801-117503
3045 E THOUSAND OAKS BLVD., SUITE 350, WESTLAKE VILLAGE, CA, 91362, United States
Phone
805-277-7298
Fax
805-506-3017
Registration
— (—)
Source
State registered
Total AUM
$92.4M
Discretionary AUM
$85.1M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $17.4M |
| High net worth individuals | 27 | $73.6M |
| Pension/profit sharing plans | 1 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD