Strata Wealth Advisors, LLC

Strata Wealth Advisors, LLC

Financial Services 8750 North Central Expressway 16 employees
Employees
16
Contacts
4
Emails
4
Phones
3

Strata Wealth Advisors, LLC Overview

Headquarters
8750 North Central Expressway
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
16
Founded
2017
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Strata Wealth Advisors, LLC

Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. Our comprehensive approach empowers clients to secure their financial future, providing long-term stability and enduring peace of mind.

Strata Wealth Advisors, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Strata Wealth Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
Mark Whidby, Cfa Chief Investment Officer, Strata Wealth
Email Phone
Glenda Kemple, Cpa, Cfp® Advisory Board Member at Strata
Email Phone
Daniel Becker, Cfp® Wealth Advisor at Strata Wealth
Email Phone
Dusty Wallace President & Director of Financial
Email

Employees by Management Level

Executive 4 profiles
Individual contributor 4 profiles
Associate / junior 2 profiles
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 1
Executive 2 2 1
Sales 1 1 0

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