RIA Intel›Advisers›Texas›STRADA WEALTH MANAGEMENT, LLC

STRADA WEALTH MANAGEMENT, LLC

Advisory

AUSTIN, TX

Data as of Jul 1, 2026 · Source: SEC Form ADV

Rank in TX

#1,972

of 2,813 advisers by AUM

Average account

$498K

across 62 accounts

AUM per adviser

$8M

4 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$31M

Discretionary AUM$29M

Non-Discretionary AUM$2M

Discretionary %93.4%

Total Clients27

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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