STATERA FINANCIAL, LLC

STATERA FINANCIAL, LLC of WALPOLE, MA is an SEC-registered investment adviser (CRD 304957). Regulatory assets under management: $62.1M.

Registration

• CRD: 304957
• Type: Registered investment adviser
• Location: 713 EAST STREET, WALPOLE, MA, 02081
• Phone: (774) 777-6646
• Latest filing: 2026-02-11
• Regulatory AUM: $62.1M
• Discretionary AUM: $44.0M
• Non-discretionary AUM: $18.1M
• Clients: 3
• Accounts: 304

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

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 304957 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search