Strata Wealth Advisors LLC


Assets, Funds, Holdings

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Strata Wealth Advisors LLC
CRD #285973
SEC #801-110369
AUM $208.2 MM (88% Disc, 100% US)
Employees7 (100% Investors, 29% Brokers)
Address8750 N Central Expressway, Suite 1875
Dallas, TX 75231
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
BNY Investment Center Inc
NY 0.2
Cultivar Capital Inc
TX 0.2
TX 0.2
Blueprint Investment Partners LLC
NC 0.2
Websterrogers Financial Advisors LLC
SC 0.2
Brooks Moore & Associates Inc
TN 0.2
Gray Capital Management LLC
MA 0.2
Deyoe Wealth Management Inc
CA 0.2
Lexington/Bridgewater Wealth Management LLC
MA 0.2
Evergreen Advisors LLC
TN 0.2
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