REACH WEALTH MANAGEMENT LLC
Legal name: STATERA WEALTH MANAGEMENT
CRD #333710 SEC #801-131955 ST. GEORGE, UT 435-673-6350
SEC Registered
Total AUM
$145M
Discretionary
$145M
Employees
4
Clients
0
Accounts
600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $145M | $145M | $0 | 4 | 0 |
| Jun 2025 | $145M | $145M | $0 | 4 | 0 |
| Feb 2025 | $0 | $0 | $0 | 4 | 0 |
| Jan 2025 | $0 | $0 | $0 | 4 | 0 |
DateJul 2025
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0