Vyoma Vipul Patel
Investment adviser representative at Strata Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$886.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Strata Wealth Advisors, LLCApr 2017 to now
- Mutual Securities, Inc.Apr 2017 to Dec 2024
- Lincoln Financial Advisors CorporationSep 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strata Wealth Advisors, LLC
$886.1MAssets managed
227Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5732264
- Firm CRD
- 285973