STRATA WEALTH ADVISORS, LLC · Tank Allocator Loader

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STRATA WEALTH ADVISORS, LLC

UUID066ab6d8-3013-530b-8761-2d7d16d0fbe4

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	285973	285973	—	1.0
sec_file_number	801-110369	801-110369	—	—

Profile

WebsiteHTTP://WWW.STRATAWEALTH.COM

HQ CityDALLAS

HQ StateTX

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)927,332,469.0
RAUM (discretionary)927,332,469.0
Actionable assets909,261,274.0
Accounts1,133.0

Institutional Clients

Government AUM—
Pension AUM1,860,266.0
Charitable AUM—
HNW AUM907,401,008.0

As of 2025-07-10 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BECKER REVOCABLE LIVING TRUST, DATED 11/30/2021	MEMBER	OFFICER	—	{"filing_id": "2014555", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BECKER, DANIEL, WAYNE	CO-TRUSTEE	OFFICER	—	{"filing_id": "2014555", "owner_id": "6187447", "source": "adv_part1", "table": "Schedule_A_B"}
BECKER, JACLYN, DENNIS	CO-TRUSTEE	OFFICER	—	{"filing_id": "2014555", "owner_id": "7895963", "source": "adv_part1", "table": "Schedule_A_B"}
CUMBA REVOCABLE TRUST DATED 01/23/2017	MEMBER	OFFICER	—	{"filing_id": "2014555", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CUMBA, BRANDON, KEITH	CO-TRUSTEE	OFFICER	—	{"filing_id": "2014555", "owner_id": "6147073", "source": "adv_part1", "table": "Schedule_A_B"}
CUMBA, REBEKAH, ANNE	CO-TRUSTEE	OFFICER	—	{"filing_id": "2014555", "owner_id": "7895961", "source": "adv_part1", "table": "Schedule_A_B"}
KRP HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2014555", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PAINTER, KENNETH, ROY	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2014555", "owner_id": "4362164", "source": "adv_part1", "table": "Schedule_A_B"}
PATEL, VIPUL, SHANTILAL	CO-TRUSTEE	OFFICER	—	{"filing_id": "2014555", "owner_id": "7895971", "source": "adv_part1", "table": "Schedule_A_B"}
PATEL, VYOMA, VIPUL	CO-TRUSTEE	OFFICER	—	{"filing_id": "2014555", "owner_id": "5732264", "source": "adv_part1", "table": "Schedule_A_B"}
VYOMA AND VIPUL PATEL REVOCABLE LIVING TRUST, DATED 12/17/2012	MEMBER	OFFICER	—	{"filing_id": "2014555", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WALLACE, ADAM, NO MIDDLE NAME	MEMBER	OFFICER	—	{"filing_id": "2014555", "owner_id": "7895977", "source": "adv_part1", "table": "Schedule_A_B"}
WALLACE, DUSTY, DAWN	MEMBER	OFFICER	—	{"filing_id": "2014555", "owner_id": "4905581", "source": "adv_part1", "table": "Schedule_A_B"}
WHIDBY, MARK, WENDALL	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2014555", "owner_id": "2283428", "source": "adv_part1", "table": "Schedule_A_B"}
ACI BEARS & BEYOND HOLDING, LLC	MEMBER	EMPLOYEE	—	{"filing_id": "2014555", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BECKER STRATA HOLDINGS, LLC	MEMBER	EMPLOYEE	—	{"filing_id": "2014555", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CUMBACO, LLC	MEMBER	EMPLOYEE	—	{"filing_id": "2014555", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
OMSHANTIOM, LLC	OWNER	EMPLOYEE	—	{"filing_id": "2014555", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/08/2025 03:53:51 PM",
  "filing_id": "2014555",
  "reg_type": "IA"
}
```