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Statera Wealth Management
Statera Wealth provides retirement planning and wealth management in St. George, Utah. Statera means balance in Latin. The firm's purpose is to help people...
Overview
Statera Wealth provides retirement planning and wealth management in St. George, Utah. Statera means balance in Latin. The firm's purpose is to help people disconnect from the concerns of money so they can focus on the most important things in life. Its planning and management process helps clients in accumulating, preserving, enjoying and distributing wealth to achieve financial peace of mind. STATERA WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-05, it reported 8 employees; 672 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
St. George
Principals
Dave Wolcott
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Statera Wealth Management?
Dave Wolcott, the founder and CEO, leads all strategic decision-making for the firm. His framework, which he calls the 'Infinite Wealth' philosophy, drives Statera's focus on direct alternative assets over traditional securities. The firm does not have a separate CIO, reflecting its flat entrepreneurial structure.
How does Statera structure client allocations to alternative assets?
Statera does not build portfolios of publicly traded funds. Instead, it introduces client families to individual private real estate syndications, direct private credit notes, and energy royalty arrangements sourced through operating partners. Each client retains direct ownership, receiving K-1s or 1099s rather than investing through a commingled Statera fund.
Does Statera custody client assets or act as a broker-dealer?
No. Statera explicitly operates as a non-custodial advisory firm. It coordinates investments, tax strategy, and estate planning but does not hold client securities or earn commissions from product sales, which it identifies as a central conflict in conventional wealth management.
What tax strategies does Statera employ for client families?
The firm's public materials emphasize aggressive, legally compliant tax mitigation, including cost segregation studies on owned real estate, conservation easement donations, and structuring businesses to maximize depreciation and deductions. Wolcott frames tax strategy as the single largest variable in long-term family compounding.
How is Statera's investment philosophy documented?
Dave Wolcott authored 'Holistic Wealth Strategy,' which lays out Statera's principles of direct ownership, tax-first planning, and moving beyond conventional retirement accounts. The book functions as the firm's de facto investment committee memo, and Statera's podcast extends that content into current deal-structure discussions.
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