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STRADA WEALTH MANAGEMENT, LLC
CRD 167718
3701 BEE CAVES RD, STE 104, AUSTIN, TX, 78746, United States
Phone
866-526-7098
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.9M
Discretionary AUM
$28.8M
Team
5 total employees; 4 advisory reps; 56 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsFAMILY MARITAL MATTER CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.4M |
| High net worth individuals | 21 | $29.4M |
All web addresses on file
Official SEC filing: View on IAPD