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Vyoma Vipul Patel

Chief Compliance Officer And Director Of OperationsStrata Wealth Advisors, LLCCRD 5732264

About Vyoma Vipul Patel

Vyoma Vipul Patel is listed as Chief Compliance Officer And Director Of Operations at Strata Wealth Advisors, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Vyoma Vipul Patel is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Strata Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Vyoma Vipul Patel work?

Vyoma Vipul Patel is listed as Chief Compliance Officer And Director Of Operations at Strata Wealth Advisors, LLC on SEC Form ADV.

How much of Strata Wealth Advisors, LLC does Vyoma Vipul Patel own?

Form ADV reports a beneficial ownership band of Under 5%.

Strata Wealth Advisors, LLC

TitleChief Compliance Officer And Director Of Operations
OwnershipUnder 5%
Control personYes
Since2017
View Strata Wealth Advisors, LLC →

Strata Wealth Advisors, LLC

TitleCo-Trustee
Ownership—
Control personYes
Since2012
View Strata Wealth Advisors, LLC →