# STATERA FINANCIAL, LLC

STATERA FINANCIAL, LLC of WALPOLE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 304957
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304957/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304957/similar
- Related entities: https://search.stillhousedata.com/firm/304957/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304957

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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.