Strata Wealth Advisors, LLC

Strata Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, retirement plans and certain broker‑dealer customers by offering investment management, financial planning and retirement‑plan consulting, along with cash management and held‑away account services. The firm provides both discretionary and non‑discretionary portfolio management and may recommend sub‑advisors, private investment funds and other implementation resources to meet client goals.

Portfolios are customized across individual equities, fixed income, mutual funds, ETFs, options and alternative investments, with ongoing monitoring and rebalancing to align with each client’s objectives and risk tolerance. Strata also integrates third‑party technology platforms (eMoney for client reporting and Pontera for held‑away retirement accounts), uses Direct Indexing through independent managers when appropriate, and maintains an AI policy and review process for analytics and materials.

Noteworthy distinctions include a multi‑office operating model and an affiliated insurance agency whose representatives are licensed to sell insurance products, as well as explicit disclosure that the firm may employ derivatives and permit borrowing (including margin or pledged‑asset loans) in client accounts. The brochure also highlights use of third‑party ratings in its communications and a willingness to manage held‑away and private fund investments, features that are less common among peer team firms.