Vyoma and Vipul Patel Revocable Living Trust, Dated 12/17/2012
MemberStrata Wealth Advisors, LLC
About Vyoma and Vipul Patel Revocable Living Trust, Dated 12/17/2012
Vyoma and Vipul Patel Revocable Living Trust, Dated 12/17/2012 is listed as Member at Strata Wealth Advisors, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Strata Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Vyoma and Vipul Patel Revocable Living Trust, Dated 12/17/2012 work?
Vyoma and Vipul Patel Revocable Living Trust, Dated 12/17/2012 is listed as Member at Strata Wealth Advisors, LLC on SEC Form ADV.
How much of Strata Wealth Advisors, LLC does Vyoma and Vipul Patel Revocable Living Trust, Dated 12/17/2012 own?
Form ADV reports a beneficial ownership band of Over 75%.
Strata Wealth Advisors, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |