# STRATA WEALTH ADVISORS, LLC

STRATA WEALTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 285973
- Type: SEC-registered investment adviser
- SEC file number: 801-110369
- Location: 8750 N. CENTRAL EXPRESSWAY, DALLAS, TX, 75231
- Phone: (214) 420-7020
- Latest filing: 2026-08-06
- Regulatory AUM: $886.1M
- Discretionary AUM: $886.1M
- Clients: 14
- Accounts: 961

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Roy Painter | CHIEF EXECUTIVE OFFICER; MEMBER AND MANAGER | — |
| Brandon Keith Cumba | CO-TRUSTEE | — |
| Vyoma Vipul Patel | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS; CO-TRUSTEE | — |
| Dusty Dawn Wallace | MEMBER; MEMBER AND MANAGER; PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING | — |
| Daniel Wayne Becker | CO-TRUSTEE | — |
| Mark Wendall Whidby | CHIEF INVESTMENT OFFICER | — |
| Rebekah Anne Cumba | CO-TRUSTEE | — |
| Jaclyn Dennis Becker | CO-TRUSTEE | — |
| Vipul Shantilal Patel | CO-TRUSTEE | — |
| Adam No Middle Name Wallace | MEMBER | — |
| PATEL PRATISH SHANTILAL | CO-TRUSTEE | — |
| BECKER GREGORY WAYNE | CO-TRUSTEE; MANAGING MEMBER | — |
| WALLACE DUSTY DAWN | DIRECTOR OF FINANCIAL PLANNING; MEMBER; PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING | — |
| PATEL VYOMA VIPUL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS; CO-TRUSTEE | — |
| PAINTER KENNETH ROY | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MEMBER AND MANAGER | — |
| CUMBA BRANDON KEITH | CHIEF FINANCIAL OFFICER; CO-TRUSTEE; DIRECTOR OF ADVISORY SERVICES (+1 more) | — |
| WHIDBY MARK WENDALL | CHIEF INVESTMENT OFFICER | — |
| CUMBA REBEKAH ANNE | CO-TRUSTEE | — |
| BECKER JACLYN DENNIS | CO-TRUSTEE | — |
| WALLACE ADAM NO MIDDLE NAME | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285973/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285973/similar
- Related entities: https://search.stillhousedata.com/firm/285973/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285973

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.