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STRATA WEALTH ADVISORS, LLC
SEC RegisteredDALLAS, TXhttps://stratawealth.com(214) 420-7020
Assets Under Management
$500M–$1B
Employees
14
Office Locations
11 offices
Total Accounts
961
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 76 | $53M |
| High Net Worth Individuals | 151 | $831M |
1 total clients reported on Form ADV.
Leadership
Kenneth Roy Painter
MEMBER AND MANAGER
Brandon Keith Cumba
CO-TRUSTEE
Kenneth Roy Painter
CHIEF EXECUTIVE OFFICER
Vyoma Vipul Patel
CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS
Llc Krp Holdings
MEMBER
Dusty Dawn Wallace
PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING
Daniel Wayne Becker
CO-TRUSTEE
Mark Wendall Whidby
CHIEF INVESTMENT OFFICER
Vyoma Vipul Patel
CO-TRUSTEE
Dated 11/30/2021 Becker Revocable Living Trust
MEMBER
Dusty Dawn Wallace
MEMBER
Cumba Revocable Trust Dated 01/23/2017
MEMBER
Rebekah Anne Cumba
CO-TRUSTEE
Jaclyn Dennis Becker
CO-TRUSTEE
Dated 12/17/2012 Vyoma And Vipul Patel Revocable Living Trust
MEMBER
Vipul Shantilal Patel
CO-TRUSTEE
Adam No Middle Name Wallace
MEMBER
Office locations
11 offices in 1 state
TX
DALLASHQ
Advisors at this firm
9 advisors in the directory
Abigail O'Quinn Caldwell
Investment Adviser Representative
Brandon Keith Cumba
Investment Adviser Representative
Jeremy Daniel Curtis
Investment Adviser Representative
Kenneth Roy Painter
Investment Adviser Representative
Vyoma Vipul Patel
Investment Adviser Representative
Benjamin Rufus Philips
Investment Adviser Representative
Amanda Emily Sasko
Investment Adviser Representative
Dusty Dawn Wallace
Investment Adviser Representative
Mark Wendall Whidby
Investment Adviser Representative
Regulatory & compliance
CRD number
#285973
SEC Number
801-110369
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| 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
Website
stratawealth.comPhone
(214) 420-7020Find an advisor that fits
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Editorial disclosure
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.