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Micah Taylor Adams

Strata Wealth Advisors, LLC

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About Micah Taylor Adams

Micah Taylor Adams is an Investment Advisor Representative with Strata Wealth Advisors, LLC. Micah has been in the industry for 10+ years and has experience in financial planning, portfolio management for individuals, and pension consulting. Micah is based out of Dallas, TX and is a Certified Financial Planner.

Firm Information

Micah Adams is currently registered with Strata Wealth Advisors, LLC. Strata Wealth Advisors, LLC is a registered investment advisor based in Dallas, Texas. They manage approximately $795.49 million in assets for 1,065 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, pension consulting, and portfolio management services for individuals.
Strata Wealth Advisors, LLC

8750 N. CENTRAL EXPRESSWAY

DALLAS, TX 75231

$795.49M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Micah Adams’s Registration & Firm History

TX

02/27/2024 - Present

Strata Wealth Advisors, LLC (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Micah Taylor Adams.
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