Strata Wealth Advisors, LLC

CRD 285973 · Dallas, TX · $886.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 285973
SEC number: 801-110369
Firm type: RIA
Assets under management: $886.1M as of Apr 29, 2026
Website: www.stratawealth.com ↗
Phone: (214) 420-7020
Address: 8750 N. Central Expressway, Dallas, TX, 75231

Advisors at this firm

9 in our index · page 1 of 1

Brandon Keith CumbaCRD 6147073 · Dallas, TX

IA RegisteredRegistration inactive
Abigail O'quinn CaldwellCRD 6668291 · Dallas, TX

IA Registered
Jeremy Daniel CurtisCRD 6047425 · Katy, TX

IA Registered
Kenneth Roy PainterCRD 4362164 · Dallas, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record
Vyoma Vipul PatelCRD 5732264 · Dallas, TX

IA RegisteredRegistration inactive
Benjamin Rufus PhilipsCRD 7276205 · Dallas, TX

IA RegisteredRegistration inactive
Amanda Emily SaskoCRD 7713718 · Dallas, TX

IA Registered
Dusty Dawn WallaceCRD 4905581 · Dallas, TX

IA Registered
Mark Wendall WhidbyCRD 2283428 · Dallas, TX

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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