Strada Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,862,907
Clients
27
78% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
LowAverage account size
$1,143,071
About
Strada Wealth Management serves individual and high‑net‑worth clients with financial planning, discretionary portfolio management, and a specialized marital‑matters practice. The firm combines ongoing planning engagements with an investment management program and may recommend third‑party money managers as part of its services.
The firm uses a mix of charting, fundamental, and technical analysis and employs strategies that range from long‑term investing to more active techniques such as short‑term trading, options and margin transactions. Financial planning engagements begin with onboarding and data gathering, include scheduled strategy sessions and regular market updates, and client accounts are reviewed at least annually by the firm’s principal.
Compared with many peers, Strada relies on hourly, flat‑fee and retainer billing arrangements rather than charging percentage‑of‑assets fees, an uncommon fee model among supported firms. It also emphasizes client education through its planning platform, market updates and strategy sessions and maintains a dedicated practice for marital‑transition matters, including a certified divorce‑financial analysis service and separate engagement terms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Family marital matter consulting
Expertise
Medicare planning
Retirement income strategy
Fee options
Independent clients pay $500 monthly flat fee; Investment Management Program fees are flat fees based on net worth tiers ranging from $15,000 to $45,000 quarterly
$2,000,000 - $3,500,000: $15,000 flat fee quarterly $3,500,001 - $5,000,000: $17,000 flat fee quarterly $5,000,001 - $7,500,000: $20,000 flat fee quarterly $7,500,001 - $10,000,000: $25,000 flat fee quarterly $10,000,001 - $15,000,000: $30,000 flat fee quarterly $15,000,001+: $45,000 flat fee quarterly
$195/hour for paraplanner work; $400/hour for principal planner work; $400-$600/hour for principal analyst in marital matters
Independent clients pay $500 monthly fee
Account minimum: $2,000,000 Minimum fee: $450 onboarding fee for financial planning; $5,000 - $10,000 retainer for marital matters Fee-only: Financial planning billed at $195/hour for paraplanner work and $400/hour for principal planner work; Independent clients billed $500 monthly flat fee; Marital matters billed $400-$600 per hour for principal analyst
Main office location
Strada Wealth Management, LLC
3701 Bee Caves Rd, Ste 104
Austin TX 78746, United States
Number of offices
1
Most active in
Strada Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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Website
866-526-7098
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