Stravida Wealth LLC

Overview

Stravida Wealth LLC is a California-based, individually owned limited liability company operating as an independent registered investment adviser at the state level. The firm focuses on providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its client base is individual and family households, and it charges a mix of percentage-of-AUM and fixed fees. Stravida acts as a capital allocator — tapping external managers for certain alternative exposures — and does not position itself as an ESG-focused advisor. The firm appears to operate primarily within California rather than as a multi-state practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices