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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHRISTENSEN, ANTHONY, JAMES | I | FOUNDING PARTNER/CCO | NA | Control |
| CHRISTENSEN, ANTHONY, JAMES | I | FOUNDING PARTNER/CCO | NA | Control |
| CHRISTENSEN, ANTHONY, JAMES | I | FOUNDING PARTNER/CCO | NA | Control |
| CHRISTENSEN, ANTHONY, JAMES | I | FOUNDING PARTNER/CCO | NA | Control |
| HARRIS, DAVID, ORSON | I | FOUNDING PARTNER | NA | Control |
| HARRIS, DAVID, ORSON | I | FOUNDING PARTNER | NA | Control |
| HARRIS, DAVID, ORSON | I | FOUNDING PARTNER | NA | Control |
| HARRIS, DAVID, ORSON | I | FOUNDING PARTNER | NA | Control |
| H & S SERVICES UNLIMITED LLC | DE | SHAREHOLDER | D | Control |
| H & S SERVICES UNLIMITED LLC | DE | SHAREHOLDER | D | Control |
| H & S SERVICES UNLIMITED LLC | DE | SHAREHOLDER | D | Control |
| H & S SERVICES UNLIMITED LLC | DE | SHAREHOLDER | D | Control |
| VERTEX ADVISORY GROUP | DE | SHAREHOLDER | D | Control |
| VERTEX ADVISORY GROUP | DE | SHAREHOLDER | D | Control |
| VERTEX ADVISORY GROUP | DE | SHAREHOLDER | D | Control |
| VERTEX ADVISORY GROUP | DE | SHAREHOLDER | D | Control |
Registrations
Federal
IA
Jul 23, 2025 REGISTERED
Notice Filings (2)
TX UT
Address
912 W. 1600 S.ST. B201
ST. GEORGE, UT 84770
United States
Phone: 435-673-6350