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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2025
- Office Locations
- 1
Office Locations
About Statera Wealth Management
Statera Wealth Management is a St. George, UT firm providing holistic financial planning and investment management, with specialties in retirement income planning, Social Security optimization, business exit planning, and legacy/philanthropy planning. It works with retirees, entrepreneurs, and business owners, and primarily implements portfolios with ETFs. Clients can access accounts via Schwab custody and an Orion portal, and the firm runs a “Wealth University” education program.
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Owner & Executives
ANTHONY JAMES CHRISTENSEN
Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #5709608
- Ownership
- Less than 5%
DAVID ORSON HARRIS
FOUNDING PARTNER
- CRD
- #5604929
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Daniel Kenneth Barnowsky
--
- CRD
- #8213467
CAMERON LEON BLAKE
--
- CRD
- #7035992
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,663,817 | $274,797 |
| Non-Discretionary | $0 | -- |
| Total | $184,663,817 | $274,797 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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