Stride Tax and Wealth Advisors

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.

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.

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.

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.

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.