Stravida Wealth LLC

The firm provides fee-only investment management and financial planning to individuals and high‑net‑worth individuals, with a client base concentrated among wealthier households rather than typical non‑HNW retail clients. Services include discretionary portfolio management and both project‑based and ongoing financial planning addressing estate planning, business planning, employee benefits optimization, tax planning, and, in some cases, exposure to cryptocurrency.

The firm develops individualized investment policies and implements asset allocation using a mix of fundamental, technical, cyclical and charting analysis, employing both passive and active vehicles across stocks, bonds, mutual funds, and ETFs. It typically exercises discretionary trading authority with quarterly account reviews, executes trades on an individual rather than aggregated (block) basis, and relies on a recommended institutional custodian platform for execution and reporting.

Distinctive features for a firm of this size include its recent formation and very small scale—roughly $1.3 million in discretionary assets serving only a handful of clients—resulting in a highly concentrated, boutique practice focused on HNW relationships. The firm’s principal maintains a modest outside entrepreneurial/advisory activity (about 10% of time), allows limited cryptocurrency exposure for appropriate clients, and provides account performance and holdings reporting primarily through the custodian rather than separate written reports.