Pria Strategies, LLC

Overview

Pria Strategies, LLC is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. The firm provides financial planning and discretionary portfolio management focused on individuals and small businesses. Its stated fee options include a percentage-of-assets model as well as subscription and fixed-fee arrangements, suggesting flexibility for both ongoing advisory relationships and client engagements with a defined scope. Regulatory and operational details in the profile are minimal: the adviser is not identified as a multi-state adviser, is not marked as an active ESG investor, and is not documented as a capital allocator. The adviser’s classification in the source data is unclassified, and the record does not list a year of SEC registration. The firm also lists an industry affiliation with an insurance company, which aligns with its use of insurance-wrapped investment products described below.

Investments & Alternatives