STRATA WEALTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 285973). Regulatory assets under management: $886.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |