# Statera Wealth Management

> Statera Wealth Management is an SEC-registered investment advisory firm in St. George, UT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 333710
- Filed as: STATERA WEALTH MANAGEMENT
- Legal name: Reach Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. George, UT
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333710
- AdvisorCensus page: https://advisorcensus.com/firm/statera-wealth-management-st-george-ut-333710

## Quick answers

**How is Statera Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Statera Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Statera Wealth Management charge?**
Its Form ADV Part 2A brochure dated May 5, 2026 states: Hourly rate: $300 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Statera Wealth Management located?**
Statera Wealth Management's principal office is in St. George, UT, according to its Form ADV.

**Is Statera Wealth Management registered with the SEC or a state?**
Statera Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333710.

**How much does Statera Wealth Management manage?**
Statera Wealth Management reports $184,663,817 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**How have Statera Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Statera Wealth Management: Regulatory assets under management: $145,000,000 in the October 2025 data and $184,663,817 in the October 2026 data, up 27%. Total employees: 4 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Statera Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (177); high net worth individuals (53).

**Which custodians does Statera Wealth Management use?**
Statera Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Statera Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333710

**Does Statera Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated May 5, 2026 says: "Statera does not require a minimum to open an account."

**What changed in Statera Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $145,000,000 to $184,663,817 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated May 5, 2026)

- Account minimum: None

> Statera does not require a minimum to open an account.

- Hourly rate: $300 an hour (financial planning and consulting services)

> Statera charges an hourly fee of $300 for financial planning and consulting services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $184,663,817
- Discretionary: $184,663,817
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 177 | $60,491,008 |
| High net worth individuals | 53 | $124,172,809 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- staterawealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $145,000,000 | 4 | July 23, 2025 |
| October 2026 | $184,663,817 | 8 | May 5, 2026 |

Regulatory assets under management: $145,000,000 in the October 2025 data and $184,663,817 in the October 2026 data, up 27%.
Total employees: 4 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $145,000,000 to $184,663,817 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Statera Wealth Management (CRD 333710): Form ADV filing data as of October 2026.