| 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 |
Strata Wealth Advisors, LLC reports $927.3 million in regulatory assets under management on its Form ADV.
Strata Wealth Advisors, LLC reports 13 employees.
Strata Wealth Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2017.
Strata Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $927.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $927.3M |