Statera Wealth Management
Statera Wealth Management is an SEC-registered mass-market adviser in St. George, UT with $184.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Statera Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333710, SEC 801-131955, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $184.7M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- St. George, UT
- Employees
- 8
- Clients
- 230
- CRD
- 333710
- Ownership
- HARRIS, DAVID, ORSON; VERTEX ADVISORY GROUP; CHRISTENSEN, ANTHONY, JAMES; H & S SERVICES UNLIMITED LLC
How much AUM does Statera Wealth Management have?
Statera Wealth Management reported $184.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Statera Wealth Management?
Disclosed owners and executives of Statera Wealth Management include HARRIS, DAVID, ORSON, VERTEX ADVISORY GROUP, CHRISTENSEN, ANTHONY, JAMES, H & S SERVICES UNLIMITED LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.