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Strata Wealth Advisors
Strata Wealth Advisors was founded in 2017 as a US wealth manager. The firm allocates across venture capital strategies. It serves individuals and...
Overview
Strata Wealth Advisors was founded in 2017 as a US wealth manager. The firm allocates across venture capital strategies. It serves individuals and high-net-worth entities with planning and investment management services. No additional offices or team size data are recorded. No dated operational events from the last 24 months appear in available records. The firm maintains a standard wealth manager structure without disclosed family office or fund vehicles.
General information
Firm type
Wealth Manager
Year founded
2017
Location
Region
North America
Country
United States
City
Dallas
Sector focus
Frequently asked questions
Who runs investment decisions at Strata Wealth Advisors?
No named principals or CIO are recorded in available sources.
Does Strata Wealth Advisors participate in fund commitments or only direct deals?
The firm lists venture capital as a strategy but provides no detail on fund commitments versus direct deals.
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