$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
-- Coppell TX
About Stratia Wealth Management, LLC
Stratia Wealth Management, LLC is a Coppell-based RIA. The firm has been operating for 1 years. Managing $20.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
D
DAVID RANSOM MEGARITY
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2216072
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARIANNE C MEGARITY
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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