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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

TitleMember
OwnershipOver 75%
Control personYes
Since2023
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