Strategent Financial, LLC
Strategent Financial, LLC is an SEC-registered wealth manager in Harrisonburg, VA with $374.7M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Strategent Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148173, SEC 801-112356, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $374.7M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Harrisonburg, VA
- Employees
- 6
- Clients
- 140
- CRD
- 148173
- Ownership
- SHEARER, ABRAM, JOSHUA; LAM, DALE, SCOTT; Mayhew, Melissa, M; LAM, ANDREW, SCOTT
How much AUM does Strategent Financial, LLC have?
Strategent Financial, LLC reported $374.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Strategent Financial, LLC?
Disclosed owners and executives of Strategent Financial, LLC include SHEARER, ABRAM, JOSHUA, LAM, DALE, SCOTT, Mayhew, Melissa, M, LAM, ANDREW, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.