# Strada Wealth Management, LLC

> 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.

- CRD: 167718
- Filed as: STRADA WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167718
- AdvisorCensus page: https://advisorcensus.com/firm/strada-wealth-management-llc-austin-tx-167718

## Quick answers

**How is Strada Wealth Management, LLC compensated?**
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).

**Where is Strada Wealth Management, LLC located?**
Strada Wealth Management, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Strada Wealth Management, LLC registered with the SEC or a state?**
Strada Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 167718.

**How much does Strada Wealth Management, LLC manage?**
Strada Wealth Management, LLC reports $30,862,907 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (93% discretionary).

**What types of clients does Strada Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (6).

**Does Strada Wealth Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,862,907
- Discretionary: $28,837,020
- Non-discretionary: $2,025,887

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,420,185 |
| High net worth individuals | 21 | $29,442,722 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plus.google.com/U/2/117801900661233050580
- stradamanagement.com
- Facebook @STRADAMANAGEMENT
- Instagram @strada.management
- LinkedIn @FAILLAJENNIFER
- X @PLANTHRUDIVORCE
- YouTube @stradamanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strada Wealth Management, LLC (CRD 167718): Form ADV filing data as of October 2026.