A complete list of active advisors currently associated with Strata Wealth Advisors, LLC

Warmer can help you find a great advisor at Strata Wealth Advisors, LLC or one who fits your needs even better.

Strata Wealth Advisors provides investment management, financial planning and retirement‑plan consulting to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and broker‑dealer customers. The firm offers both discretionary and non‑discretionary portfolio management as well as standalone planning, cash‑management services and retirement plan consulting. The firm describes a fiduciary, tailored approach that allocates among individual equities, bonds, mutual funds, ETFs, options and other public and private securities, and it monitors and rebalances portfolios to align with client objectives; it also uses sub‑advisors, Direct Indexing and an eMoney client portal for reporting and planning. Strata documents its use of technology and AI controls and notes ongoing due diligence when recommending third‑party managers and private investment funds. Compared with many peers, Strata operates as a multi‑office team (nine advisors managing roughly $886 million, per its ADV) and explicitly discusses use of options and other derivatives and the permissibility of margin or pledged‑asset borrowing in client accounts. The firm is also a licensed insurance agency (so representatives may sell commission‑based insurance products) and discloses use of third‑party platforms such as Pontera for managing held‑away retirement accounts and for certain implementation services.

To learn more about the advisors currently working at Strata Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.