Stratos Private Wealth is a boutique wealth management group that offers a unique combination of financial planning, life coaching, and investment management. Our team of professionals is dedicated to helping clients transform their financial plans from uncertain, disorganized, and passive to a journey with an ever-present guide. We proactively provide innovative ideas and watch for blind spots, enabling you to make the most of your finances and shift your focus back to the things you love most.
At Stratos Private Wealth, we specialize in working with busy professionals with equity compensation, business owners, and individuals seeking to delegate financial planning and investment management to advisors with expertise and training in the unique challenges of affluent families.
General Information |
| Firm Start Year: | 2015 | |
| States Licensed in: | All 50 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Financial Planning, Portfolio Management |
Services |
| Can meet clients in the following ways: | Phone, Our Office, Video Conference |
Firm Information |
| Firm's Number of Clients: | 375 |
| Assets Managed by Firm: | $1.5B |
Compensation and Fees |
| Compensation Methods: | Based on Assets |
Disclosures |
| https://stratosprivatewealth.com/legal-disclosures |
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 4:00 PM |
| Tue. | 8:00 AM - 4:00 PM |
| Wed. | 8:00 AM - 4:00 PM |
| Thu. | 8:00 AM - 4:00 PM |
| Fri. | 8:00 AM - 4:00 PM |
 |
 |
 |
 |
