Strata Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 29, 2026, reports $886M in regulatory assets under management, 14 employees, 9 offices, and 961 accounts.
Assets Under Management
$886M
Employees
14
Offices
9 offices
Total Clients
227
Primary office
DALLAS, TX
8750 N. CENTRAL EXPRESSWAY, SUITE 1875, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.5% of total clients.
Top client categories% of clientsClients
1
HNWI
66.5%
151
2
Individuals
33.5%
76
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$886Mas of April 29, 2026
Discretionary100.0%
$886M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$886M
Total Accounts961
10Y AUM Change+$886M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee16:1
10Y Employee Change+11 (+366.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.