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
- Website
- stratawealth.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2017
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Mark Whidby, Cfa | Chief Investment Officer, Strata Wealth | Dallas, Texas, United States |
Email
Phone
|
| Glenda Kemple, Cpa, Cfp® | Advisory Board Member at Strata | Dallas, Texas, United States |
Email
Phone
|
| Daniel Becker, Cfp® | Wealth Advisor at Strata Wealth | Dallas, Texas, United States |
Email
Phone
|
| Dusty Wallace | President & Director of Financial | Dallas, Texas, United States |
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 | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Executive | 2 | 2 | 1 |
| Sales | 1 | 1 | 0 |
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