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STATERA FINANCIAL, LLC
CRD 304957
713 EAST STREET, WALPOLE, MA, 02081, United States
Phone
(774) 777-6646
Fax
(774) 206-3162
Registration
— (—)
Source
State registered
Total AUM
$62.1M
Discretionary AUM
$44.0M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersINSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $38.0M |
| High net worth individuals | 12 | $20.9M |
All web addresses on file
Official SEC filing: View on IAPD