# Statera Wealth Management

Statera Wealth Management is a Multi Family Office based in St. George, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** St. George, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** staterawm.com
- **LinkedIn:** https://www.linkedin.com/company/statera-wealth-management

## Regulatory record

- **CRD number:** 333710
- **SEC file number:** 801-131955
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333710

## About

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.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables
- Hedge Funds

## People

- Dave Wolcott — Founder & CEO

## 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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Last updated: 2026-08-11T15:08:11.274Z

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