Styra Wealth Management

Overview

Styra Wealth Management is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with a mix of advisory engagements, including comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is flexible across client relationships: the firm uses asset-based fees, hourly billing, and set fixed-fee arrangements. Styra does not position itself as a multi-state or multi-manager capital allocator. The firm is not identified as an active ESG investor and is not described as a related adviser to other firms.

Assets & Accounts

Public Holdings

Investments & Alternatives