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Stride Tax and Wealth Advisors
Stride Tax and Wealth Advisors is an RIA offering integrated tax and wealth management services, with limited public disclosure on AUM or team.
Stride Tax and Wealth Advisors
Stride Tax and Wealth Advisors registered as an RIA with the SEC, indicating it manages client assets under a fiduciary standard. The firm's dual focus on tax preparation and wealth management suggests a client base that values coordinated financial planning. Its regulatory filings show no disclosed AUM or number of clients, which may reflect a smaller or newer operation. The firm likely offers investment management, retirement planning, and tax preparation services, though no specific portfolio holdings or deal activity are public. It operates without a disclosed geographic headquarters or known principals, limiting external visibility. No recent hires, fund launches, or regulatory actions appear in public records. Given the lack of public disclosure, Stride appears to be a local or regional advisory practice rather than a nationally recognized firm. Its structural differentiator — if any — lies in combining tax and wealth services under one roof, a model common among small RIAs. Succession or growth plans remain unknown. (per SEC filings, public record)
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Stride Tax and Wealth Advisors offer?
Based on its SEC registration as an RIA, Stride provides investment advisory services alongside tax preparation. The firm likely offers retirement planning, portfolio management, and tax strategy, though specific product lines are not publicly detailed. Clients typically include individuals and small businesses.
Is Stride Tax and Wealth Advisors a fiduciary?
Yes, as a registered investment advisor with the SEC, Stride is held to a fiduciary standard, meaning it must act in clients' best interests. This is a legal obligation that separates RIAs from broker-dealers. The firm's filings confirm its RIA status.
How does Stride combine tax and wealth management?
Stride integrates tax preparation with investment advisory, allowing clients to coordinate year-round tax planning with portfolio decisions. This can reduce tax liabilities through strategies like tax-loss harvesting or asset location. The model is common among smaller RIAs that focus on holistic financial planning.
Does Stride disclose its assets under management?
No, Stride has not publicly disclosed its AUM. Its SEC filing shows no reported AUM figure, which may indicate it manages below the $100 million threshold for full public disclosure or has chosen not to publicize the number. The firm's scale remains unknown.
Who leads Stride Tax and Wealth Advisors?
No named principals or executives are publicly associated with Stride on its SEC filing or otherwise. The firm may be a small practice with a single advisor or a minimal team. Without public information, leadership details are not available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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