STRATA WEALTH ADVISORS, LLC
SEC RegisteredBuilding Secure Foundations For Joyful Living
About the firm
Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. As fiduciaries, they adhere to the highest standards of integrity, creating highly organized, custom financial plans and facilitating each plan into full implementation. The firm is based in Dallas, Texas.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive estate, financial, and investment planning; goals-based investment management including portfolio design, asset allocation, tax-efficient strategies, and portfolio monitoring; estate and asset protection planning; business succession and exit planning; and coordination with family advisors to implement financial plans.
Who they serve
Affluent individuals and families, business owners, and executives
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 76 | $53M |
| High Net Worth Individuals | 151 | $831M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard Range (low end) | 0.30% |
| Standard Range (high end) | 1.25% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STRATA WEALTH ADVISORS, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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