{
  "crd_number": 167718,
  "slug": "strada-wealth-management-llc-austin-tx-167718",
  "primary_business_name": "STRADA WEALTH MANAGEMENT, LLC",
  "legal_name": "STRADA WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-01-07",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 30862907.0,
  "raum_discretionary": 28837020.0,
  "raum_non_discretionary": 2025887.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1420185.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 29442722.0,
      "count": 21
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX",
    "WV"
  ],
  "websites": [
    "https://facebook.com/STRADAMANAGEMENT",
    "https://instagram.com/strada.management",
    "https://linkedin.com/IN/FAILLAJENNIFER",
    "https://plus.google.com/U/2/117801900661233050580",
    "https://stradamanagement.com",
    "https://twitter.com/PLANTHRUDIVORCE",
    "https://youtube.com/stradamanagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167718",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718",
  "display_name": "Strada Wealth Management, LLC",
  "summary": "Strada Wealth Management, LLC is a state-registered investment advisory firm in Austin, TX, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Strada Wealth Management, LLC (CRD 167718): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Strada Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strada Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Strada Wealth Management, LLC located?",
      "a": "Strada Wealth Management, LLC's principal office is in Austin, TX, according to its Form ADV."
    },
    {
      "q": "Is Strada Wealth Management, LLC registered with the SEC or a state?",
      "a": "Strada Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 167718."
    },
    {
      "q": "How much does Strada Wealth Management, LLC manage?",
      "a": "Strada Wealth Management, LLC reports $30,862,907 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (93% discretionary)."
    },
    {
      "q": "What types of clients does Strada Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (6)."
    },
    {
      "q": "Does Strada Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167718"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1420185.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 29442722.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167718",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}