STRADA WEALTH MANAGEMENT, LLC

STRADA WEALTH MANAGEMENT, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 167718). Regulatory assets under management: $30.9M.

Registration

• CRD: 167718
• Type: Registered investment adviser
• Location: 3701 BEE CAVES RD, AUSTIN, TX, 78746
• Phone: 866-526-7098
• Latest filing: 2026-07-01
• Regulatory AUM: $30.9M
• Discretionary AUM: $28.8M
• Non-discretionary AUM: $2.0M
• Clients: 5
• Accounts: 62

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167718 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search