$345.8K Total AUM
$345.8K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2025
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About Styra Wealth Management
Styra Wealth Management is a Phoenix, AZ RIA focused on physicians and advanced practice providers. The firm combines tax preparation with comprehensive financial planning, including student loan strategy, equity compensation, insurance and estate planning coordination, and cash flow/budgeting. Investment guidance is positioned as evidence-based, with portfolios implemented primarily using ETFs per its public filings.
Team overview
-- AVG AGE
$345.8K AVG AUM / ADVISOR
$57.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JACOB MOLINA
Chief Compliance Officer, Owner
- CRD
- #8066885
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $345,777 | -- |
| Non-Discretionary | $0 | -- |
| Total | $345,777 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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