STATERA WEALTH MANAGEMENT
SEC RegisteredCreate the plan. live the adventure.
About the firm
Statera Wealth is a retirement planning and wealth management firm based in St. George, Utah. They help clients create personalized financial strategies with the aim of providing greater confidence in their financial future, focusing on understanding unique goals and developing tailored solutions. They also provide financial education to their community through their Wealth University platform.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, wealth management, personalized financial strategies, and financial education through Wealth University classes on topics relating to retirement
Who they serve
Individuals seeking retirement planning and wealth management, particularly those navigating life's financial complexities at every stage
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 177 | $60M |
| High Net Worth Individuals | 53 | $124M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $249,999 | 1.65% |
| $250,000 to $499,999 | 1.50% |
| $500,000 to $999,999 | 1.20% |
| $1,000,000 to $2,499,999 | 0.95% |
| $2,500,000 to $4,999,999 | 0.80% |
| $5,000,000 to $9,999,999 | 0.70% |
| $10,000,000 and Over | 0.50% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STATERA WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.