STATERA WEALTH MANAGEMENT

Overview

Statera Wealth Management is an independent registered investment adviser that serves individual and family clients. The firm is organized as an LLC and is listed as an SEC-registered adviser beginning in 2025. It operates as a capital allocator, meaning it builds client portfolios both directly and by selecting external managers. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is primarily a percentage of assets under management, supplemented by hourly fees for certain services. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives