STRATA WEALTH ADVISORS, LLC
CRD #285973 SEC #801-110369 DALLAS, TX (214) 420-7020
SEC Registered
Total AUM
$927.3M
Discretionary
$927.3M
Employees
13
Clients
101
Accounts
1,133
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $927.3M | $927.3M | $0 | 13 | 0 |
| Oct 2025 | $927.3M | $927.3M | $0 | 13 | 0 |
| Sep 2025 | $927.3M | $927.3M | $0 | 13 | 0 |
| Jul 2025 | $927.3M | $927.3M | $0 | 13 | 0 |
| Jun 2025 | $927.3M | $927.3M | $0 | 13 | 0 |
| Mar 2025 | $927.3M | $927.3M | $0 | 13 | 0 |
| Mar 2025 | $927.3M | $927.3M | $0 | 13 | 0 |
| Mar 2025 | $927.3M | $927.3M | $0 | 13 | 0 |
| Jan 2025 | $795.5M | $777.3M | $18.2M | 14 | 1 |
| Dec 2024 | $795.5M | $777.3M | $18.2M | 14 | 1 |
| Oct 2024 | $795.5M | $777.3M | $18.2M | 14 | 1 |
| Apr 2024 | $795.5M | $777.3M | $18.2M | 14 | 1 |
| Apr 2024 | $795.5M | $777.3M | $18.2M | 14 | 1 |
| Mar 2024 | $795.5M | $777.3M | $18.2M | 14 | 1 |
| Mar 2024 | $795.5M | $777.3M | $18.2M | 14 | 1 |
| Sep 2023 | $576.2M | $520.8M | $55.3M | 10 | 0 |
| Apr 2023 | $576.2M | $520.8M | $55.3M | 10 | 0 |
| Mar 2023 | $576.2M | $520.8M | $55.3M | 10 | 0 |
| Sep 2022 | $569.4M | $515.1M | $54.3M | 9 | 0 |
| Mar 2022 | $569.4M | $515.1M | $54.3M | 9 | 0 |
| Mar 2022 | $569.4M | $515.1M | $54.3M | 9 | 0 |
| Mar 2021 | $455.3M | $417.8M | $37.6M | 9 | 0 |
| Oct 2020 | $249.3M | $219.8M | $29.4M | 7 | 0 |
| Jun 2020 | $249.3M | $219.8M | $29.4M | 5 | 0 |
| Feb 2020 | $249.3M | $219.8M | $29.4M | 5 | 0 |
| Feb 2019 | $208.2M | $182.9M | $25.3M | 7 | 0 |
| Feb 2019 | $208.2M | $182.9M | $25.3M | 7 | 0 |
| Feb 2018 | $154M | $120M | $34M | 4 | 0 |
| Jan 2018 | $154M | $120M | $34M | 4 | 0 |
| Jun 2017 | $100.5M | $69.4M | $31.1M | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
| Mar 2017 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees13
Clients0
DateOct 2025
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees13
Clients0
DateSep 2025
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees13
Clients0
DateJul 2025
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees13
Clients0
DateJun 2025
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees13
Clients0
DateJan 2025
Total AUM$795.5M
Discretionary$777.3M
Non-Disc.$18.2M
Employees14
Clients1
DateDec 2024
Total AUM$795.5M
Discretionary$777.3M
Non-Disc.$18.2M
Employees14
Clients1
DateOct 2024
Total AUM$795.5M
Discretionary$777.3M
Non-Disc.$18.2M
Employees14
Clients1
DateApr 2024
Total AUM$795.5M
Discretionary$777.3M
Non-Disc.$18.2M
Employees14
Clients1
DateApr 2024
Total AUM$795.5M
Discretionary$777.3M
Non-Disc.$18.2M
Employees14
Clients1
DateMar 2024
Total AUM$795.5M
Discretionary$777.3M
Non-Disc.$18.2M
Employees14
Clients1
DateMar 2024
Total AUM$795.5M
Discretionary$777.3M
Non-Disc.$18.2M
Employees14
Clients1
DateSep 2023
Total AUM$576.2M
Discretionary$520.8M
Non-Disc.$55.3M
Employees10
Clients0
DateApr 2023
Total AUM$576.2M
Discretionary$520.8M
Non-Disc.$55.3M
Employees10
Clients0
DateMar 2023
Total AUM$576.2M
Discretionary$520.8M
Non-Disc.$55.3M
Employees10
Clients0
DateSep 2022
Total AUM$569.4M
Discretionary$515.1M
Non-Disc.$54.3M
Employees9
Clients0
DateMar 2022
Total AUM$569.4M
Discretionary$515.1M
Non-Disc.$54.3M
Employees9
Clients0
DateMar 2022
Total AUM$569.4M
Discretionary$515.1M
Non-Disc.$54.3M
Employees9
Clients0
DateMar 2021
Total AUM$455.3M
Discretionary$417.8M
Non-Disc.$37.6M
Employees9
Clients0
DateOct 2020
Total AUM$249.3M
Discretionary$219.8M
Non-Disc.$29.4M
Employees7
Clients0
DateJun 2020
Total AUM$249.3M
Discretionary$219.8M
Non-Disc.$29.4M
Employees5
Clients0
DateFeb 2020
Total AUM$249.3M
Discretionary$219.8M
Non-Disc.$29.4M
Employees5
Clients0
DateFeb 2019
Total AUM$208.2M
Discretionary$182.9M
Non-Disc.$25.3M
Employees7
Clients0
DateFeb 2019
Total AUM$208.2M
Discretionary$182.9M
Non-Disc.$25.3M
Employees7
Clients0
DateFeb 2018
Total AUM$154M
Discretionary$120M
Non-Disc.$34M
Employees4
Clients0
DateJan 2018
Total AUM$154M
Discretionary$120M
Non-Disc.$34M
Employees4
Clients0
DateJun 2017
Total AUM$100.5M
Discretionary$69.4M
Non-Disc.$31.1M
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0