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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2014
- Office Locations
- 1
Office Locations
About Strada Wealth Management, LLC
Strada Wealth Management is a fee-only, Austin-based RIA providing holistic financial planning and retirement income planning for families nationwide. The firm also specializes in divorce and marital planning, offering prenuptial-to-post-divorce restructuring, mediation support, and attorney-facing services such as co-mediation, litigation support, and settlement option analysis. Portfolios are implemented primarily with public funds and ETFs.
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Investment Themes
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Owner & Executives
JENNIFER REBECCA FAILLA
Chief Compliance Officer, FOUNDER, Principal
- CRD
- #4693339
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,837,020 | -- |
| Non-Discretionary | $2,025,887 | -- |
| Total | $30,862,907 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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