Strata Wealth Advisors, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families.

Our comprehensive approach empowers clients to secure their financial future, providing long-term stability and enduring peace of mind.

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

Strata Wealth Advisors, LLC Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Strata Wealth Advisors, LLC's Leadership

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    V. P.
    Cco & Director Of Operations
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    M. W.
    Chief Investment Officer
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  • Stylized image of a person
    D. W.
    President & Director Of Financial Planning
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    K. P.
    Founder & Ceo
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    B. C.
    Wealth Advisor & Director Of Advisory Services
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    C. P.
    Senior Client Service Associate
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  • Stylized image of a person
    J. C.
    Wealth Advisor
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  • Stylized image of a person
    A. S.
    Financial Planner
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Contact profiles from Strata Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. W.
    Chief Investment Officer
    Phone icon
    United StatesTexas
    Nov 05, 2025
  • Stylized image of a person
    K. P.
    Founder & Ceo
    Phone icon
    United StatesTexas
    Nov 18, 2025
  • Stylized image of a person
    D. W.
    President & Director Of Financial Planning
    Phone icon
    United StatesTexas
    Dec 12, 2025
  • Stylized image of a person
    V. P.
    Cco & Director Of Operations
    Phone icon
    United StatesTexas
    Sep 09, 2025
  • Stylized image of a person
    B. C.
    Wealth Advisor & Director Of Advisory Services
    Phone icon
    United StatesTexas
    Oct 06, 2025
  • Stylized image of a person
    C. P.
    Senior Client Service Associate
    Phone icon
    United StatesTexas
    Sep 09, 2025
  • Stylized image of a person
    J. C.
    Wealth Advisor
    Phone icon
    United StatesTexas
    Nov 11, 2025
  • Stylized image of a person
    A. S.
    Financial Planner
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    Oct 22, 2025
  • Stylized image of a person
    J. B.
    Client Services Associate
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    United StatesTexas
    Oct 26, 2025
  • Stylized image of a person
    M. A.
    Client Services Associate
    Phone icon
    United StatesTexas
    Dec 16, 2025

Frequently Asked Questions

What is Strata Wealth Advisors, LLC known for?

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Strata Wealth Advisors, LLC was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 8750 North Central Expressway, Suite 1875. Explore Strata Wealth Advisors, LLC's company overview page for more information.

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

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Strata 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?

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Strata Wealth Advisors, LLC has approximately 17 employees as of December 2025. 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 December 2025, Strata Wealth Advisors, LLC's key employees include:

  • Cco & Director Of Operations: V. P.
  • Chief Investment Officer: M. W.
  • President & Director Of Financial Planning: D. W.
  • Founder & Ceo: K. P.
  • Wealth Advisor & Director Of Advisory Services: B. C.

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