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SW
RIA · CRD 335465

Updated:

Stravida Wealth LLC

Stravida Wealth is a fee-only financial planning and wealth management firm. It helps individuals and families align their money with their values through...

Overview

Stravida Wealth is a fee-only financial planning and wealth management firm. It helps individuals and families align their money with their values through personalized financial planning, investment advisory, cash-flow strategy, business planning, and college savings guidance. Services include ongoing planning with investment management, investment management alone, and advice-only engagements. The firm is a fiduciary and works with clients across the country via virtual meetings.

General information

Firm type

RIA

Location

Country

United States

City

Anaheim

Principals

Drew

Founder

Frequently asked questions

How does Stravida Wealth source proprietary deal flow?

Stravida Wealth LLC has no documented deal sourcing or investment process in the public domain. The firm's approach to proprietary deal flow is unknown.

Does Stravida Wealth participate in fund commitments or only direct deals?

The firm's investment vehicle preferences — fund commitments, direct deals, or other structures — are not publicly documented. No allocations have been reported.

What investment stages does Stravida Wealth typically target?

No investment stage preferences — such as venture, growth, buyout, or real assets — have been disclosed by the firm in any public forum.

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