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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2017
- Office Locations
- 2
Office Locations
About Strata Wealth Advisors, LLC
Strata Wealth Advisors is an independent Dallas-based wealth management firm serving individuals and families with coordinated financial planning and goal-driven portfolio design. The team emphasizes disciplined behavior, strategic asset allocation, and tax-efficient implementation to improve after-tax outcomes. Their IQ Compounding approach aligns team expertise to identify and close coordination gaps and overlooked planning opportunities, with custody at Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH ROY PAINTER
Chief Executive Officer
- CRD
- #4362164
- Ownership
- Less than 5%
VYOMA VIPUL PATEL
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- #5732264
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Abigail O'Quinn Caldwell
Relationship Manager
- CRD
- #6668291
BRANDON KEITH CUMBA
Wealth Advisor
- CRD
- #6147073
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $886,073,285 | $922,033 |
| Non-Discretionary | $0 | -- |
| Total | $886,073,285 | $922,033 |
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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 |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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