Strata Wealth Advisors, Llc
Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. Our comprehensive approach empowers clients to secure their financial future, providing long-term stability and enduring peace of mind.
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Verified contacts
19
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
1
tools in use
Monthly traffic
16
organic / mo
Sign up free to see all 19 verified contacts at Strata Wealth Advisors, Llc
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- AD
Abbey Davis Caldwell
Wealth Advisor & Financial Planner · Finance & Accounting
EmailPhone - EM
Ed Meziere
Private Wealth Advisor · Finance & Accounting
EmailPhone - JC
Jeremy Curtis
Wealth Advisor · Finance & Accounting
EmailPhone - DW
Dusty Wallace
President & Director of Financial Planning · Other
EmailPhone - KP
Ken Painter
Founder & CEO · Other
EmailPhone - VP
Vyoma Patel
CCO & Director of Operations · Other
EmailPhone - BC
Brandon Cumba
Wealth Advisor & Director of Advisory Services · Other
EmailPhone - CM
Cyndy Montgomery
Wealth Advisor · Finance & Accounting
EmailPhone - AS
Amanda S.
Associate Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Strata Wealth Advisors, Llc
15 distinct titles indexed · top 10 shown.
- 2associate financial planner
- 2client services associate
- 2wealth advisor
- 1advisory board member
- 1cco & director of operations
- 1client service specialist
- 1csa
- 1executive assistant to chief executive officer
- 1financial planning intern
- 1founder & ceo
- +5more titles
Sign up to unlock all 19 contacts at Strata Wealth Advisors, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Strata Wealth Advisors, Llc
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