Overview
Assets Under Management: $388 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 125
Average Client Assets: $2.9 million
Frequently Asked Questions
STRAVA WEALTH 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 #121300), STRAVA WEALTH is subject to fiduciary duty under federal law.
STRAVA WEALTH is headquartered in PITTSBURGH, PA.
STRAVA WEALTH serves 125 high-net-worth clients according to their SEC filing dated October 07, 2025. View client details ↓
According to their SEC Form ADV, STRAVA WEALTH offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
STRAVA WEALTH manages $388 million in client assets according to their SEC filing dated October 07, 2025.
According to their SEC Form ADV, STRAVA WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.98%
Average Client Assets: $2.9 million
Total Client Accounts: 748
Discretionary Accounts: 742
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 121300
Filing ID: 2020106
Last Filing Date: 2025-10-07 11:39:37