# Strata Wealth Advisors

Strata Wealth Advisors is a RIA based in Dallas, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Founded:** 2017
- **Assets under management:** 777 (Altss estimate)
- **Website:** stratawealth.com
- **LinkedIn:** https://www.linkedin.com/company/strata-wealth

## Regulatory record

- **CRD number:** 285973
- **SEC file number:** 801-110369
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-29T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285973

## About

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.

## Sectors

- Venture Capital

## 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.

## Related profiles

- [Consequent Capital Management](https://altss.com/profile/consequent-capital-management)
- [Hannover Finanz](https://altss.com/profile/hannover-finanz)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/strata-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology