Micah
Adams

Strata Wealth Advisors, LLC

CRD#6748714
Investment Advisor
in Dallas, TX

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About this Advisor

Micah Adams is a financial advisor based in Dallas, Texas, working with Strata Wealth Advisors, LLC. Micah has previously held positions at True North Advisors, LLC, Aspiriant, The Mather Group, Integrity Wealth, White Oaks, Texas Tech Student Union, Brookshire Grocery Company, Strata Wealth Advisors, LLC, and Texas Tech University. Micah is registered to provide services in Texas. Currently, Micah is part of Strata Wealth Advisors, LLC, which operates out of Dallas, Texas. The firm has 14 employees and manages assets totaling $795.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Strata Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8750 N. Central Expressway Suite 1875
Dallas, TX 75231

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Strata Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$795,489,375

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

1,065

TX Average: 2,315
Average Account Size

$746,938

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Micah Adams Work History

2024 - Present (1 year)

Strata Wealth Advisors, LLC

2020 - 2024 (4 years)

True North Advisors, LLC

2018 - 2020 (2 years)

Aspiriant

2018 - 2018 (< 1 year)

The Mather Group

2018 - 2018 (< 1 year)

Integrity Wealth

2017 - 2017 (< 1 year)

White Oaks

2014 - 2017 (3 years)

Texas Tech Student Union

2014 - 2017 (3 years)

Texas Tech University

2010 - 2015 (5 years)

Brookshire Grocery Company

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Disclosures

Please visit the SEC profile of Micah Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strata Wealth Advisors, LLC

Amanda Sasko
Providence Village, TX
Vyoma Patel
Dallas, TX
Brandon Cumba
Dallas, TX
Abigail Caldwell
Dallas, TX
Daniel Becker
Dallas, TX
Mark Whidby
Dallas, TX
Benjamin Philips
Sunnyvale, TX
Micah Adams
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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