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Strateon Intelligent Wealth LLC
Strateon Intelligent Wealth is an independent, fee-only, fiduciary financial planning and investment advisory firm focused on helping clients improve their...
Overview
Strateon Intelligent Wealth is an independent, fee-only, fiduciary financial planning and investment advisory firm focused on helping clients improve their lives and build financial prosperity for their future. It uses the latest technology blended with tried-and-true techniques to provide consistent, honest, simple-to-understand, and wise advice. The firm specializes in advice-only financial planning that is transparent and client-focused, and is available to work with clients anywhere in the USA through virtual solutions.
General information
Firm type
Multi Family Office
Location
Country
USA
City
Simi Valley
Principals
Mike Halper
Mike Halper
CERTIFIED FINANCIAL PLANNER™ professional
Sector focus
Frequently asked questions
Does Strateon participate in fund commitments or only direct deals?
The firm's participation in fund commitments versus direct deals is not publicly known. Multi-family offices like Strateon often engage in both, including co-investments, fund-of-funds, and club deals. No specific transactions or fund interests appear in open records.
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