Strata Wealth Advisors, LLC
● SEC registered since 2017CRD 285973SEC# 801-110369Dallas, TX
Reg. AUM
$886.1M
Employees
14
Accounts
961
Location
Dallas, TX
Strata Wealth Advisors, LLC assets under management
Strata Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2017. It reports $886.1 million in regulatory assets under management and employs 14 people.
Strata Wealth Advisors, LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aci Bears & Beyond Holding, LLC | Member | 5-10% | 2024 |
| Becker Strata Holdings, LLC | Member | 5-10% | 2022 |
| Cumbaco, LLC | Member | Under 5% | 2017 |
See all 21 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Strata Wealth Advisors, LLC manage?
Strata Wealth Advisors, LLC reports $886.1 million in regulatory assets under management on its Form ADV.
How many employees does Strata Wealth Advisors, LLC have?
Strata Wealth Advisors, LLC reports 14 employees.
Where is Strata Wealth Advisors, LLC located?
Strata Wealth Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2017.
Does Strata Wealth Advisors, LLC disclose fund performance?
Strata Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8750 N. Central Expressway, Suite 1875, Dallas, TX 75231 |
| Phone | (214) 420-7020 |
| Fax | (214) 420-7030 |
| Office hours | 8:00 a.m. - 5:00 p.m. | Monday And Friday By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$886.1M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$886.1Mregulatory AUM
Discretionary $886.1M