Strata Wealth Advisors is an investment advisor in Dallas with $576.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821234400
SEC advisor number
801-110369
FINRA CRD number
285973
AUM ?
$795.49 mm
(as of 26 Apr 24)
Accounts
1,065
(as of 26 Apr 24)
Employees
14
(11 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23