1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STRATA WEALTH ADVISORS, LLC

Map pinDALLAS, TX
Phone(214) 420-7020
NotebookSEC #801-110369
Total AUM
$886.1M
Employees
14
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8750 N. CENTRAL EXPRESSWAY
SUITE 1875
DALLAS
TX 75231
United States
Operating Hours
8:00 A.M. - 5:00 P.M. | MONDAY AND FRIDAY BY APPOINTMENT ONLY
TUESDAY - THURSDAY
Phone
(214) 420-7020
Other Offices
9

ReceiptFinancials

Total AUM
$886.1M
Accounts
961
Discretionary
$886.1M
Accounts
961
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
76
AUM
$53.3M
HNW Individual Clients
151
AUM
$830.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMTTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account