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Strata Wealth Advisors, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

Strata Wealth Advisors, LLC is a Dallas-based independent wealth management firm that concentrates on guiding affluent individuals and families through complex estate and financial planning matters. The firm emphasizes a comprehensive approach aimed at achieving long-term financial stability and enduring peace of mind for its clients. Serving the financial services industry, Strata positions itself as a specialist in navigating multi-layered wealth concerns rather than focusing on generic investment advice. The company’s services are designed to address the intricate needs that accompany substantial estates and financial portfolios, helping clients secure their financial futures over time. Based in Dallas, Texas, Strata operates with a focus on delivering personalized guidance within the broader landscape of wealth management for high-net-worth individuals.

Find Strata Wealth Advisors, LLC employees' phone numbers or email addresses

Strata Wealth Advisors, LLC Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Strata Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    A. S.
    Financial Planner
    Mobile Phone
  • Stylized image of a person
    M. A.
    Wealth Advisor
    Mobile Phone

Strata Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Strata Wealth Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. S.
    Financial Planner
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    M. A.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Strata Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconStrata Wealth Advisors, LLC was founded in 2017 operates in the Financial Services industry. Explore Strata Wealth Advisors, LLC's company overview page for more information.

What is Strata Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconStrata Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strata Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Strata Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconStrata Wealth Advisors, LLC has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Strata Wealth Advisors, LLC's key employees and leadership?

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As of July 2026, Strata Wealth Advisors, LLC's key employees include:

  • Financial Planner: A. S.
  • Wealth Advisor: M. A.

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