Overview
Assets Under Management: $185 million
Headquarters: ST. GEORGE, UT
High-Net-Worth Clients: 53
Average Client Assets: $2.3 million
Frequently Asked Questions
STATERA WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333710), STATERA WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
STATERA WEALTH MANAGEMENT is headquartered in ST. GEORGE, UT.
STATERA WEALTH MANAGEMENT serves 53 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, STATERA WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STATERA WEALTH MANAGEMENT manages $185 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, STATERA WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.24%
Average Client Assets: $2.3 million
Total Client Accounts: 672
Discretionary Accounts: 672
Regulatory Filings
CRD Number: 333710
Filing ID: 2074969
Last Filing Date: 2026-03-17 13:44:08