Vyoma
Patel
Strata Wealth Advisors, LLC
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About this Advisor
Vyoma Patel is a financial advisor based out of Dallas, Texas with 6 years of relevant experience. Patel is an employee of Strata Wealth Advisors, LLC. Their career trajectory has included roles at Muhlendorf Shepherd Financial - Lincoln Financial Advisors, Lincoln Financial Advisors Corporation, Strata Wealth Advisors, LLC and Mutual Securities, Inc. Patel maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Texas. Strata Wealth Advisors, LLC is an advisory business operating out of Dallas, TX. It administers $576 million in total assets between its 1,012 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 1,012 accounts, 58% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services are based on the financial services. However, fee types charged by Strata Wealth Advisors, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strata Wealth Advisors, LLC Brokerage Details
$576,174,194
10
1,012
$569,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Vyoma Patel Work History
Vyoma has been registered as a financial advisor for 6 years.*
Strata Wealth Advisors, LLC
Mutual Securities, Inc
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
Muhlendorf Shepherd Financial - Lincoln Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vyoma Patel 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
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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