# Stride Tax and Wealth Advisors

Stride Tax and Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/stride-tax-and-wealth-advisors

## Regulatory record

- **CRD number:** 339078
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339078

## About

STRIDE TAX AND WEALTH ADVISORS, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### 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.

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

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