Stratia Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334749
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95%
- Individuals5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stratia Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and delivers financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, supplemented by hourly charges for certain services. The firm is not identified as an active ESG investor, is not designated a multi-state adviser in the snapshot, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- US Government Bonds5%
Contacts
2 of 2
David Megarity
PrincipalCRD 2216072
Marianne Megarity
Managing MemberCRD 8068568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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